The best advisor-client relationships are built on human connection, not cash flow projections, writes this Barron’s Hall of ...

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 ...

TORONTO, Aug. 5, 2020 /CNW/ - CIBC (TSX: CM) (NYSE: CM) today announced it has selected Salesforce as its enterprise platform for customer relationship management (CRM) as it continues to transform ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

DENVER, Feb. 24, 2021 /PRNewswire/ -- Vertafore®, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

LONDON & OVERLAND PARK, Kan.--(BUSINESS WIRE)--Mount Street Group (Mount Street), a leading global provider of third-party loan servicing and credit asset management services, has appointed Deborah ...

“We’re on a path to being full partners with financial planning professionals,” said Mike Van Wyk, vice president, customer research and insights, at Capital Group. The platform, which is designed ...

Fidelity Institutional has hired former Salesforce executive Rohit Mahna as the division’s new head of client growth. Mahna will succeed Sanjiv Mirchandani, who retired earlier this year, according to ...