Advisors can now use general-purpose AI tools to produce highly specific client work, powered by Zocks client intelligence Zocks, the privacy-first AI assistant for financial services, today announced ...

Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem. Zocks MCP is built on ...

Microsoft has rolled out major upgrades to its 365 Copilot, enabling it to directly edit and create content in Word, Excel, and PowerPoint, while Claude Code now automates setup and connects to ...

This tax season is revealing a consistent pattern among newer investors: confidence on the way in, confusion on the way out. For advisors, that "aha moment" for clients is becoming one of the most ...

The language financial advisers use is creating anxiety, distrust and disengagement among retirement clients, according to new research. Consumer interviews, conducted by behavioural finance firm ...

Attila covers software, apps and services, with a focus on virtual private networks. He's an advocate for digital privacy and has been quoted in online publications like Computer Weekly, The Guardian, ...