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  • Artificial Intelligence - Practice Management - QuickRead Top Story

    Breakfast Events: Beat the Algorithm in Business Development

    July 22, 2026

    AI is effective in producing outputs. AI, however, is unable to operate in a physical world. In this article, the author underscores the value people put in being around people and recommends best practices to set up breakfast events. It is hard to resist a good AI automation story. In a recent one, the author set up a team of AI agents to run parts of his business. I paid particular attention to his business development agent because that is the work I do. This agent did research, sent e-mails, and made LinkedIn connections. The kind of activities the author…

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  • Financial Forensics - Litigation Consulting - QuickRead Top Story - Valuation/Appraisal

    A Collision Course in Evidentiary Standards for AI-Assisted Financial Forensics: How a New Proposed Rule of Evidence Seeks to Admit AI Analysis and Supplant Experts

    February 11, 2026

    On January 30, 2026, Anthropic released legal plugins for its Claude AI that automate contract review, compliance tracking, and legal analysis. Within three days, $285 billion in market value evaporated from legal software and publishing companies. This was not a correction. It was a signal. The AI companies are no longer content selling infrastructure, now they are coming for the legal, financial, and forensic analysis applications themselves. The author discusses the legal and practical repercussions that the new Federal Rule of Evidence would have on financial forensics expert witnesses and the litigation support professionals. On January 30, 2026, Anthropic released…

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  • QuickPress

    An Amazon for Financial Services? The Race is On.

    July 25, 2018

    Technology is rapidly changing the way advisors meet clients, so much so that the relationship may look completely unrecognizable in just a few years.  And that transformation opens up several key opportunities for innovators. To read the full article in FinancialPlanning, click: An Amazon for Financial Services?  The Race is On.

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