CTOs Must Govern Shadow AI or Face Security Risk

Published on February 18, 2026

AI is evolving too quickly for static governance. Firms should avoid vendor lock-in and adopt flexible architectures that allow rapid tool changes. Quarterly reviews of the AI landscape, internal usage, and overall risk profile help maintain alignmen

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Don’t Count Print Out: Strategic Print Marketing for Financial Advisors

February 18, 2026
It’s no surprise, then, that the majority of your marketing efforts are probably geared toward digital viewers. Here’s why print marketing is still worth your time and attention in a digital world, along with six print pieces to focus on first.

Maximize Practice Valuation with Strategic Succession Planning Moves

February 18, 2026
Strategic succession planning executed well in advance can dramatically enhance your practice's worth while protecting both client relationships and your financial future. Let’s explore key moves for maximizing your valuation and ensuring a lasting legacy.