Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

NEW YORK & DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the expansion of its family office services with ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Many artists dedicate their passion and creativity to crafting a remarkable masterpiece, ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

Over at B2B Marketing, we believe that the key to proving marketing’s impact is to become the commercial marketer. One of the essential skills to becoming the commercial marketer is communication and ...

LANDesk gave us virtually everything we wanted in a client management product – and more. Plus, the LANDesk Management Suite’s support for diverse platforms was superb. Its asset inventory scans were ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

The economic downturn presents an opportune time for firms to re-examine their policies for managing client matter information -- to cut costs and go green. When a client calls, asking "What ...

A toxic client can be one who always wants to grind you for a discount, or the client that is ultra-fussy and demands work be redone. Two out of three agency owners, business coaches, consultants, and ...

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 ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...