Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

To put it in historical context, while technology platform shifts once lasted for decades, they now last for years. While ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Almost every major marketer adopting new technology also has an entire ecosystem of agency partners. You can adopt the best technology and workflows you want internally, but if you don’t have a plan ...

From left to right, Mary Ellen Egan of American Banker, Sindhu Joseph of CogniCor, Claudia Cypher Kane of Raymond James Financial Services and Stacy Francis of Francis Financial spoke in a session at ...

Discover how to select estate planning software that enhances client relationships, wins new business and differentiates your ...

HP is unveiling its first mobile thin client and dramatically increasing investments in thin client technology. HP unveiled its first mobile thin client and two additional desktop thin client products ...