Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

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 ...

Learn more about what an account manager does, along with their average salary, and the skills they need in this position to ...

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 ...

As trillions shift to younger investors and advisors retire, Perry tells InvestmentNews how education, technology and ...

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 ...

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 ...

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 ...

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 ...

Scarsdale resident Benjamin Morris is an IBM senior client engineering manager who focuses on artificial intelligence. The team he leads at IBM helps co-create innovative solutions with clients, ...

In wealth management, keeping a client is usually far more cost effective than finding a new one. That is why good advisors are attentive to signs that those they serve might be drifting away. For ...