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 ...

Walt Disney once said about movies, "Do what you do so well that they will want to see it again and bring their friends." The famed animator's quote can also be applied to customer service. If a ...

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 ...

Our research shows that Zoho CRM is the best client management software thanks to its robust analytic tools, solid lead conversion features, and its many integrations with other first- and third-party ...

Corporate counsel pay close attention to how much effort their external advisers put into understanding and effectively managing their needs, survey data of nearly 29,000 in-house professionals across ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

Clients may be able to save thousands in taxes and prepare for a better future with the introduction of even the most ...

LPL Financial LLC has announced that Loomis Wealth Management, led by financial advisors William "Bill" Curtis Loomis, III, CFP®, William Curtis "Curt" Loomis, IV, and Justin K. Hitt, has joined its ...