Transform your client relationships when you understand what keeps them around. These ChatGPT prompts will help you create ...

The Institutional Limited Partners Association (ILPA) recently released its updated ILPA reporting template (Reporting Template) and a new ...

The recognition marks the third consecutive year that EXL’s Life Digital Suite™ (LDS) solution, has been honored for its innovation and functionality. In 2022, EXL’s LDS also earned the Luminary honor ...

In December 2024, the Company announced a strategic restructuring of its business operations, including the potential divestiture of its DNA Tagging and Security Products and Services ("DNA Tagging") ...

Enabling client success requires more than good intentions. It takes diligent effort and sustained focus to ensure that ...

Google Analytics now enables admins and editors to customize report collections, streamline navigation, and enhance reporting ...

The $38 billion national RIA's latest fintech partnership joins a broader trend of platforms helping firms and advisors ...

Additional instructions, as well as template letters for disputing incorrect information on your credit report with both the credit reporting company and furnisher, are available on the CFPB's ...

“With a somewhat smaller investment team, we have increased the level of energy, focus, accountability, and collaboration,” Klarman wrote in a year-end client letter, which served as a progress report ...

and collaboration,” Klarman wrote in a year-end client letter, which served as a progress report on the firm’s turnaround efforts. So far, Baupost is starting to move in the right direction.

The ethics document said Mr. Kennedy would continue to collect fees for cases in which he referred clients to Wisner Baum ... according to a report by Reuters. The cases also allege that Merck ...

If your client is 65 or older, help them make the most of this tax-filing season with the following list of credits, benefits, deductions and expenses to claim (not all are age-specific). The CRA has ...