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News
Caseware rolls out Excel add-on, client request AI
4+ day, 21+ hour ago (284+ words) Audit and risk solutions platform Caseware announced new upgrades that allow users to bring the company's AI agents into Microsoft Excel as part of the most recent expansion of its Caseware Verity AI offering, first introduced in May. The company…...
Thomson Reuters develops independent AI frontier model 'Thomson' in push for 'AI sovereignty"
2+ week, 4+ day ago (413+ words) Thomson Reuters announced the launch of its independently developed AI frontier model Thomson, which the company plans to deploy throughout its legal and tax portfolio over time, starting with Tabular Analysis inside CoCounsel Legal, where it now provides high-volume document…...
Sax Wealth Advisors adds Florida wealth manager
3+ week, 2+ day ago (288+ words) Sax Wealth Advisors, the wealth management arm of Top 100 Firm Sax Advisory Group, has acquired Florida-based wealth management firm Lighthouse Financial. The deal, which closed at the end of June, gives Sax Wealth Advisors a second Florida office, and adds…...