• Artificial Intelligence

    Copilot Confusion

    Figuring Out if Your M365 Licensing is Ready for AI Microsoft Copilot is rapidly becoming one of the most talked-about AI tools in the workplace, but many organizations discover that enabling it is not as simple as flipping a switch. The biggest hurdle is often licensing. Different versions of Microsoft 365 include different capabilities, and not every plan supports Copilot. This article explains how to quickly determine whether your organization has the correct Microsoft 365 licensing for Copilot, what prerequisites are required, and how to identify gaps before attempting deployment. It also outlines the key licenses that are compatible with…

  • QuickPress

    FINRA Helpline Aims to Aid Smaller Firms, but Concerns Arise

    FINRA has launched a helpline to provide firms with direct assistance and answers to general and routine FINRA related questions, as well as direct callers to the proper regulatory staff and other departments. The effort is part of its FINRA360 organizational improvement program. To read the full article in FinancialPlanning, click: FINRA Helpline Aims to Aid Smaller Firms, but Concerns Arise.