Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

You can probably tell when your clients are drowning in too much information. Daily bombardments of intra-day trading figures, predictions of doom from TV experts who have no personal stake in the ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

New York, August 21, 2013 – Bloomberg L.P. today released a report resulting from an external review of the company’s client data policies and procedures, led by the law firm Hogan Lovells and the ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With all of the conversations surrounding hyper-personalization, I have yet to find a ...

You walk into your office on a Saturday morning during tax season to find a staff member waiting for you with sweaty palms and a look of terror on her face. She takes ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...

Amrita M. Narine and Reshma Shah write: Until the courts adopt a single approach toward border searches of electronic devices, attorneys need to be even more careful when crossing the border with ...