We frequently observe that accounting firm owners care a lot for their clients. Still, many individuals who change firms believe they didn’t receive the appropriate care from their previous accountant ...

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 ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

A scan across the wealth management and financial services industry shows there is a growing movement of advisors looking to differentiate themselves by offering a more comprehensive, private wealth ...

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.

Industry Insight from Thomson Reuters Institute, a part of Thomson Reuters. Only 27% of law firm clients are asked for formal client feedback by their firms, according to research from Thomson Reuters ...

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 ...

Boosting services to better serve clients can be a smart move for financial advisors looking to expand their business — but such decisions may easily turn into blunders. Processing Content The risks ...