In today’s competitive legal landscape, growing a law firm requires more than just exceptional legal expertise. Firms must embrace innovative marketing strategies to attract new clients, build lasting ...

Where a CAB recommends a securities transaction to an eligible employee who qualifies as a retail customer under Regulation Best Interest or a retail investor for Form CRS, the CAB must comply with ...

At the PLANADVISER 360 Conference in Scottsdale, Arizona on November 13, retirement plan advisers shared actionable strategies for attracting new clients, opening the dialogue with them, and ...

New Neuroscientist-validated assessment anticipates performance, reduces turnover, and protects trusted luxury brand ...

In today’s rapidly evolving financial services landscape, traditional client portals—once simple document repositories—are no longer sufficient. Modern portals are dynamic platforms that enhance ...

Addressing attorney-client relationship formation and legal malpractice, the US Court of Appeals for the First Circuit reversed in part, vacated in part, and remanded a district court’s grant of ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. We’re ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

Some firms employ client relationship managers to support financial advisers and their clients. Specific duties can vary ...