InvestmentNews is recognizing 110 independent RIAs whose approach to high-net-worth client service is helping to shape the ...

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 ...

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 ...

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 ...

A favorite trick of wealthy investors seeking to protect their cash gained steam when the Federal Reserve began hiking interest rates almost one year ago to the day. Now, amid startling bank ...

If firms lose the plot on active management because indexing has become the default answer, they risk overlooking tools that ...

TROY, Mich.--(BUSINESS WIRE)--As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...

Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising high-income millennials, business owners, and professional athletes. He was named one of the Investopedia ...

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 ...

Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

An account management strategy dictates how you handle your company's accounts. Learn how to prioritize your accounts and keep your business on track.

TORONTO--(BUSINESS WIRE)--As wealth management firms in Canada continue to shift their focus and their outward branding away from transactions and trading to a focus on financial empowerment and ...