In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Discover nine powerful client event ideas designed to expand your financial advisory practice by attracting new prospects and ...

Picture this: Moments after a software implementation kickoff, an AI assistant proactively spots potential bottlenecks, flags common pitfalls specific to the client's industry and recommends precise ...

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 ...

"That was just one of those moments like, 'Wow,'" the lead advisor with New York-based registered investment advisory firm Ritholtz Wealth Management said in a panel about pursuing excellence in ...

In today’s rapidly evolving financial services landscape, traditional client portals—once simple document repositories—are no longer sufficient. Modern portals are dynamic platforms that enhance ...

As annuity sales continue to climb across the industry, new research suggests financial professionals are finding an added benefit in the products beyond income guarantees and downside protection: ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

Lately, a lot of people in the business world have been talking about the transformative potential of agentic AI. When I think about one of the most human aspects of business—relationships—I see a ...