Growing demand for centralized case management systems is reshaping how nonprofits, social workers, and healthcare ...

Technological advances have also opened up new ways for financial advisors to deliver more personalized experiences. In just ...

Boosting services to better serve clients can be a smart move for financial advisors looking to expand their business — but such decisions may easily turn into blunders. Processing Content The risks ...

The financial advice industry is highly focused on client service. Ambitious advisors typically seek to provide an exceptional service experience right out of the gate to gain their new clients’ trust ...

Customer management in Jira Service Management sits at the intersection of usability and control. Ignoring it leads to ...

LPL Financial LLC has announced that Loomis Wealth Management, led by financial advisors William "Bill" Curtis Loomis, III, CFP®, William Curtis "Curt" Loomis, IV, and Justin K. Hitt, has joined its ...

It's a dog-eat-dog world for financial advisors, at least when it comes to client retention and loyalty. Several advisors say conversations and regular guidance should always be top of mind when it ...

Employee Benefit Management Corp has announced the hiring of Greg Hubbell as Vice President of Sales, Marketing and Client Management Services Employee Benefit Management Corp (EBMC), one of the ...

The legal profession has always had a duty of care with regard to managing funds held on behalf of its clients, whether held on a separate, designated client account or in a general client account. In ...