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 ...

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.

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

Many artists dedicate their passion and creativity to crafting a remarkable masterpiece, only to realize that the real test lies in managing the complex network of client connections within the ...

An accounting business in Orange County, California found that clients (and their own team) were increasingly frustrated due to inconsistent communication and business processes. Deadlines were being ...

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

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 ...

With predictions of an uptick in M&A activity in 2023, and growth-oriented firms looking to expand into additional areas of meaningful advisory services, now is an opportune time to reinforce the need ...

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ones you already serve. Proper tax planning allows your clients to hold on ...

If financial advisors ask clients the rate of return for their rental real estate investment property, they should expect to hear a number at least 5 percentage points higher than the actual one, ...

How do they differ from financial advisors and wealth managers?

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 ...