Mobile payment firm Square on Thursday launched Square Appointments, a combination service and iPhone app for businesses dependent on client bookings. The platform allows clients to book appointments ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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 ...

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, ...

There may be a select few practitioners who manage their client schedules so well that April is no busier than February or March. But for the majority, an avalanche of last-minute filers has become an ...

Carnival Cruise Line has introduced a new "manage booking" user interface on the GoCCL Navigator for travel advisors. The company said the interface now has simplified steps, a modern look and ...

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

And that should be their firm, says David Wurtzbacher of PE-backed accounting firm platform Ascend, so they can spend the vast majority of their time working on the business, rather than in the ...

Getting and keeping clients. It’s the lifeblood of an advisory business, regardless of what’s happening in the markets, and often a factor in whether practices rise or fall. That’s because winning ...

U.S. retirement savers are often chastised for not making the most of their retirement accounts. But financial advisors can be equally guilty of ignoring or overlooking what is often a client's ...