When organizations are perceived primarily as vendors, they compete on speed, convenience, and price—the exact arena ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

As businesses scale, it’s easy to lose sight of the core mission and reduce your focus on customers’ challenges. Many entrepreneurs, especially in fast-moving and innovative industries, will ...

Daniel Raymond, who will serve as head of client relations, tells Managing IP that law firms must offer ‘brave’ opinions if they want to keep winning new business Intellectual property firm ...

"As deal sizes and client needs have grown year over year, so has our ability to help businesses pursue larger, more complex opportunities. As we look ahead, our commitment to serving clients with ...

ThoughtFocus, a global provider of digital services and technology solutions, today announced the expansion of its artificial intelligence innovation initiatives with the launch of ThoughtFocus Lab, ...

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...