Ibm Notes helps teams manage business email, calendars, contacts, and collaboration with secure, organized workplace communication tools. Ibm Notes is an enterprise communication platform built around ...

UK – Agencies must put robust policies in place to prevent client data being used to train AI models without permission, according to a guidance note published by MRS, Esomar and the Insights ...

A trendy productivity hack, A.I. note takers are capturing every joke and offhand comment in many meetings. They could also potentially waive attorney-client privilege. By Sarah Kessler Jeffrey ...

A federal judge released the note, which Jeffrey Epstein’s former cellmate said he found in a graphic novel. The New York Times has not authenticated that Mr. Epstein wrote it. By Benjamin Weiser Jan ...

Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

The latest volley—and perhaps one of the last—in the legal dispute over one of the largest arbitration awards in the history of the securities industry has arrived. The recipients of the $132.5 ...

Macworld reveals that Apple Notes contains numerous hidden features beyond basic note-taking, including AI-powered tools and advanced organization capabilities. Key features include document scanning, ...

Artificial intelligence is increasingly finding its way into the workflows of financial planners, but more unevenly than industry headlines may suggest. In discussions with advisors in workshops on ...

Family always comes first, but more advisors are relying on accountants and lawyers for referrals, according to a new study from Cerulli Associates. Centers of Influence, or COIs, could be CPAs, ...

Attorney-client privilege (which comes from a variety of sources, depending on the state and court) and work product doctrine (which rests on court rules in most jurisdictions) can both shield ...