Holding on to existing clients is much more cost-effective than attracting new ones. Here’s how financial advisors know a ...

Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...

Most clients expect a holistic and meticulous approach to their wealth management, one that clients often have to experience firsthand to fully appreciate. However, that’s often easier said than done ...

Working with successful people in general, and family business owners in particular, often means working with highly controlling clients. It comes with the territory. High achievement often ...

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 ...

Exclusive data and in-house analysis show that law firms should work smarter, not harder, to ensure their communication has greater impact on clients A deep dive into in-house expectations around law ...

The Federal Reserve is set to meet this week to decide whether or not to lower interest rates. While markets have grown confident about the prospect of a rate cut this month, bearish sentiment among ...

AUM is a key metric in investing and advisory services—here’s how it works, why it matters and what it tells you about firms ...

A recent report has found that the majority of cryptocurrency holders are aware transactions are taxable and want to comply, ...

Exclusive data reveals in-house counsel want external legal advisers to build better client relationships and add value beyond routine work Law firms must work on building strong relationships with ...