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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

Our research shows that Zoho CRM is the best client management software thanks to its robust analytic tools, solid lead conversion features, and its many integrations with other first- and third-party ...

Learn more about what an account manager does, along with their average salary, and the skills they need in this position to ...

Corporate counsel pay close attention to how much effort their external advisers put into understanding and effectively managing their needs, survey data of nearly 29,000 in-house professionals across ...

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 ...

Scarsdale resident Benjamin Morris is an IBM senior client engineering manager who focuses on artificial intelligence. The team he leads at IBM helps co-create innovative solutions with clients, ...

Boosting services to better serve clients can be a smart move for financial advisors looking to expand their business — but such decisions may easily turn into blunders. Processing Content The risks ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.