Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

In recent years, corporations have prioritized innovation to remain competitive amid a rapidly changing business environment and technology transformation. However, traditional approaches to ...

This may make perfect business sense, but that doesn't mean advisers should throw common sense out the window. Clients don't want to be segmented, and they want to feel like they're being taken care ...

Managing investments can become a large part of a day’s work. Between meetings, marketing and figuring out best-in-class asset allocations, advisors can be hard-pressed to deal with the rest of their ...

You’ve heard the buzz around Optum’s long range journey of becoming Great at Growth. Join us to learn about the Optimal Client Model and how this 2021 pilot is ...

Join this session to hear about how we are advancing the Optum Client Model. The team learned valuable information from the initial roll-out and are now evolving the model to simplify and enhance it.