Editor’s note: This is the first article in a six-part series. The second part, which covers firm strategy, is also in this issue. “Change always comes to us from the outside in, forcing us to react, ...

The onslaught of client requests related to COVID-19 overwhelmed many small firms, creating a new norm that didn’t ease at the same pace as the pandemic. “Helping our clients prepare those PPP ...

The traditional transformation playbook had a hundred-year run. It built the modern enterprise. But it was built for a slower ...

Chairman, Cofounder & Chief AI Officer at Mobeus. Former CTO, CDO & CIO at Fortune 500 Firms in Financial Services and Healthcare. The word "transformation" is overused. However, this is not enough ...

Is a legacy firm one that follows tradition, or one that's interested in maintaining its legacy for years to come? Processing Content Most firm leaders today understand that modernizing and adapting ...

The exchange-traded fund industry has been expanding at a robust clip in recent years -- with room for further growth -- "because it's a lubricating agent for business-model transformation," Martin S.

Besides being all the rage in the industry, digital transformation is a key component to the strategy of forward-leaning hospitals and health systems today. It aligns healthcare organizations with its ...

Corporate tax departments face a constant stream of challenges: regulatory uncertainty, mounting data demands, new tax policy changes, ongoing digital transformation. Whatever the specifics, every tax ...