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 ...

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 ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

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 ...

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 ...

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...