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 ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

360-degree views of the customer provide a comprehensive landscape of a client's financial situation and enable more personalized and effective advice. This holistic understanding helps build stronger ...

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.

In the digital age, email clients play a crucial role in initiating and maintaining connections with various people, especially in the corporate setting. Many communicate via email since it is a fast, ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher ...

Businesses of all sizes need effective ways to manage relationships with customers. Small-business owners, however, have an exceptionally keen interest in customer management, because effective ...

The ability to communicate, sell, realize and expand the value your offering delivers to prospects and clients has become the basis of differentiation and competitive advantage in B2B. Why? Selling ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Based in Taskize’s London office, Sinclair will lead the company’s client ...

Children and adults in crises rely on social workers to help them solve problems and cope with everyday living situations. Social workers create a case for each new client and develop a plan of ...