Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Khadija Khartit is a strategy, investment, ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may ...

On one hand, there’s thought leadership content driven by marketing. This content is the kind of content a law firm publishes that’s relevant to a large segment of its client base and/or referral ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

In an era dominated by automated campaigns, instant messaging, and short sales cycles, many organizations prioritize speed ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In the ...

I imagine all agency owners and leaders can agree that the more channels or services in a client engagement, the longer we retain that client on average. Of course, not all clients include different ...

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers. These experiences sometimes made me question ...

Delivering innovative tax solutions and unmatched client support across the United States, Clear Start Tax sets a new standard in tax liability resolution. IRVINE, CA / ACCESSWIRE / September 19, 2024 ...