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 ...

A New Way Forward Some innovative software companies have figured out that this way of viewing client onboarding is outdated and unproductive.

Let’s explore what the data says about three high-potential tech areas in 2025— artificial intelligence (AI), software development, and cloud and edge computing—and why you may want to ...

Commentary Four Best Practices for Collecting Client Intake Data in Mass Torts By implementing an intake process that takes a structured, standardized, and streamlined approach to collecting ...

Recent news of tax solutions leaking data to third parties like Facebook have raised concerns about how accountants can protect client privacy in the age of big data.

This connection between client and advisor is the foundation of any future action, and should be handled with the attention it deserves.

Many cyberattacks use vulnerable or "unpatched" software to enter networks and access sensitive data.

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

German technology company Celonis has sued Europe's largest software maker SAP in U.S. court for allegedly monopolizing part of the business software market.

Limesh Parekh, MD & CEO of Enjay IT Solutions, shared the importance of good client management software for MFDs during a ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is ...

Understanding where innovation is driving growth can help you build resilient, high-performing client portfolios. Here are three tech areas to consider.