Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced the appointment ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

WHY IT RATES: BlenderSolutions launched BlenderWallet, a mobile travel assistant designed to improve client services, enhance travel experiences and generate additional revenue for travel agencies by ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Traders Magazine, a Markets Media Group publication, caters to the institutional sell side, buy side and exchanges. Focused primarily on North American equity and options markets, Traders Magazine ...

Citi Wealth today unveiled several new technology capabilities aimed at empowering advisors to deliver a more proactive, data-driven and personalized client experience. The new tools move Citi Wealth ...

Most people use some form of social media to maintain relationships. Perhaps financial advisors should do the same with clients? A follow or "like" from their advisor could go a good way to engage ...

When you look at the power of today’s smartphones and cloud services, there are clear reasons to think thin clients may rise Earlier this week, I was at Dell’s analyst update on its thin client ...