I can tell clients everything they need to know about a portfolio with Advisor Workstation. Any question they ask, I have the answer. The Client Focused Reforms regulation has been pushing advisors ...

Mergers and acquisitions (M&A) involving government contractors present unique challenges and considerations that require meticulous due diligence. Unlike purely commercial deals, government contracts ...

International partnership expands access to automated compliance technology, helping firms reduce risk, standardize workflows, and scale with confidence Through the partnership, Aderant and First AML ...

The versatility of this one-stop product is key for us. We can centralize our data and our database, then use it through different ways of analyzing data. On the Envestnet platform, financial advisors ...

After a year that saw blowups of sizable Reg D offerings sold by independent broker-dealers, the private-placement industry is creating an industry guide for best practices when firms sell the ...

When they see a junior lawyer accomplish weeks of merger due diligence in a matter of days, enabled by AI, a fundamental question arises: "Why isn't this speed and efficiency reflected in how I'm ...

SolarPower Europe has released new technical due diligence guidelines for utility-scale solar-plus-storage projects, covering risk, engineering and lifecycle standards for co-located PV and battery ...