Over dozens of engagements, I’ve refined what I call the TRAILS framework: the human-first roadmap for AI transformation.

The time for digital transformation is now. Not tomorrow, not next year, but right now. Of course, this will come as no surprise to most business leaders, as Covid-19 has sped up the digitization of ...

The pandemic has accelerated FinTech adoption across all sectors of finance. And if your firm hasn’t adopted software for RIA compliance or reviewed its current suite of tools, now is the time to ...