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AI is eating your data. Do you know where it's going? In the rush to boost productivity, many RIAs, accounting firms, legal practices, and healthcare admins have started using generative AI tools for everything from summarizing notes to drafting client communications. But as the Summit Team's recent article highlighted, the moment someone pastes a client spreadsheet, tax return snippet, or financial projection into a consumer-grade AI chat—like free ChatGPT, Claude.ai , Gemin

Five Pillars of Growth THE PATH TO PROSPERITY – I see so many wild and outrageous economic claims made by experts and non-experts...