Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Industry Insight from Thomson Reuters Institute, a part of Thomson Reuters. Only 27% of law firm clients are asked for formal client feedback by their firms, according to research from Thomson Reuters ...

In 2021, digital communication is paramount in the dialogue between wealth managers and their clients, particularly the ability to communicate with empathy and consistency across multiple digital ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...