Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

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 ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Whether you are looking to communicate with clients in new ways or cut ties altogether, the advisor community has many resources at its disposal. Everything from virtual reality to old-fashioned ...

Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

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 ...

The Client Experience Manager (CEM) leads a high-performing team of Client Experience Account Managers and a Digital Solutions Planner to drive client satisfaction, retention, and revenue growth. The ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Nearly two-thirds (64%) of Certified Financial Planners say their clients’ stress levels are either high or very high during this time, and clients are turning to their financial planner for help ...

The gambler using a fixed deck of cards which allows him to palm a high card. (Photo by George Karger/Getty Images) Imagine walking into a wealth management firm in 2034 and finding half the desks ...

You can never have too much desktop management. This time around, we’re reviewing the Altiris Express Client Management Suite. When it comes to hard disk imaging, Altiris stands out. While this could ...