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 ...

A growing financial firm in the Mahoning Valley is looking to expand its team. Stifel is hiring client service associates to ...

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 ...

The economic crisis has damaged revenues, business plans and most importantly, the trust of wealth management clients. According to an extensive survey conducted by PriceWaterhouseCoopers and released ...

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 ...

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 ...

Managing significant wealth across investments, taxes, estate planning, insurance and philanthropy can become complex to ...

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 ...

The competition for high-net-worth clients has never been more intense. Wirehouse breakaways, digital wealth platforms, ...

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.

On this week’s episode of The Vet Blast Podcast presented by dvm360, our host Adam Christman, DVM, MBA, welcomed Jill Clark, ...