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 ...

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale ...

The importance of creating an exceptional client service model can't be underestimated. Attracting clients-and retaining their loyalty-begins and ends with delivering an experience that not only meets ...

Working with a financial advisor can be helpful if you need advice about how to build or manage your portfolio and grow wealth for retirement. What you may not realize is that your financial advisor ...

Scotiabank subsidiary will migrate its digital banking services to the British bank’s Engine by Starling software services ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

The Internal & Client Service Applications (ICSA) Engineering group is responsible for creating the systems that Bloomberg uses to run the company. They interact with literally every department in the ...

Client advisory services (CAS) has proved a growth area for accounting firms. According to the second Client Advisory Services Benchmark Survey from CPA.com and the AICPA Private Companies Practice ...