Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

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 ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

DENVER, Feb. 24, 2021 /PRNewswire/ -- Vertafore®, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies ...

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 ...

Shoppes at North Brunswick; Inman Grove Shopping Center; Combined Nearly 260,000 SF NORTH PLAINFIELD, NJ, UNITED ...

The Langston Wealth Management Center at The University of Texas at Austin’s McCombs School of Business has announced a strategic partnership with Wealthtender, the nation’s leading independent ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

TORRANCE, Calif., Nov. 10, 2020 /PRNewswire/ -- BQE, a leading software provider to professional service firms, is proud to announce the launch of CORE CRM an easy-to-use solution with a clean and ...

Client relationships are the bread and butter of any B2B business. But in a world where your clients are an email away, it’s getting harder and harder to build client relationships in a remote ...

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

Fidelity Institutional has hired former Salesforce executive Rohit Mahna as the division’s new head of client growth. Mahna will succeed Sanjiv Mirchandani, who retired earlier this year, according to ...