Like many advisers, Daugs encourages clients to designate a "trusted contact" - and to do so before they experience a health issue. Having one or more such contacts on file enables a financial planner ...

Two cloud-based customer relationship-management companies’ failure to implement standard cybersecurity protections made them ...

Notion, as my colleagues at TechCrunch scooped earlier Thursday, is announcing an email client at its first ... lets users design forms and collect information, with Notion as the database ...

The acquisition solidifies eM Client’s position as a leading email client provider, bringing its innovative solutions to a growing audience. Prague, October 23, 2024 – eM Client, a leading provider of ...

The Fed also seeks to ensure the stability of the financial system. The Fed uses its balance sheet to help it accomplish those goals. The Fed decides what assets it holds and whether to expand or ...

The company is positioning autonomous agents - programs that need little human intervention unlike chatbots - as "apps for an AI-driven world" that can handle client queries, identify sales leads ...