Richard Busillo, the CEO of RTD Financial Advisors, is a mentor at the annual FPA residency program for newly minted CFP certificants. At one of the training sessions, he described to his students the ...
ESI often contains confidential data, such as trade secrets, financial information, and personal data, and attorneys need to be aware of their obligations to protect this information and prevent ...
Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...
Texas is not an easy place to be pregnant. This state’s maternal mortality rate is one of the highest in the nation. Strikingly, the most recent state report on maternal deaths found that roughly 80% ...
E-discovery experts are vital in identifying, collecting, reviewing, producing and analyzing electronically stored information in legal matters. Their role spans a wide range of legal fields, ...
Designing an efficient platform is crucial for any industrial process. This design process is known as process development, and it has become increasingly important in the pharmaceutical industry at ...