When markets move, so do clients. That's why wealth managers better take extra measures to retain them during these volatile ...

Navigating the struggle of managing multiple client accounts without burning out is quite common with most entrepreneurs, especially service providers. We are often so occupied with attracting new ...

Counsel at four US law firms say forming relationships, sending legal updates and demonstrating data have helped them snag a lot of work Subscribers of Managing IP and other private practice lawyers ...

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 ...

My father-in-law is a very successful attorney. One of his great sayings is: “I’m always looking at the clock, and they are looking at the calendar.” What that means is he has very different ...

At the ALA National Conference in Nashville, a timely panel brought together operational leaders to explore the evolving expectations of law firm clients. The session, titled “Evolving Client ...

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ones you already serve. Proper tax planning allows your clients to hold on ...

Chrome apps are growing up, moving beyond geeky curiosities to products that people could use to get stuff done in the real world. But as with any app store, you have plenty of chaff to wade through ...