PR and production agency SBM Communications has rebranded to Lumitas, as the 50-year-old business looks to position itself ...

Learn how financial advisors can build stronger client relationships through better communication, trust, onboarding, and scalable service systems.

Focusing on technical delivery rather than demonstrating tangible client value has created a “great chasm” where MSPs are ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, ...

The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with ...

Endpoint Management Platforms, Q2 2026, with the highest scores in the current offering and strategy categories.

AWS has recently announced the AWS Workload Credentials Provider to automatically deliver and refresh certificates and ...

Salesforce will buy Fin, formerly Intercom, for about $3.6 billion to expand Agentforce with AI customer service agents and support automation.

Scale Computing, the leader in edge computing and network solutions, today announced the promotion of DeWayne Mangan to the position of Chief Customer Officer (CCO). Effective immediately, Mangan is ...

Morgan Stanley's move is one of the earliest instances of a major Wall Street bank opening its platforms to external AI tools.

Here at PCMag, we've tested thousands of laptops since our lab's founding more than 40 years ago. Our analysts and editors have more than a collective century of experience telling the good laptops ...

Explore Microsoft Dynamics 365. Discover key features, pricing details, pros and cons, and how it compares with top CRM competitors. If you can only read one tech story a day, this is it. We use ...