Preparing your client for mediation in advance of the actual mediation conference is crucial to ensure a smooth and productive process that will, hopefully, lead to a resolution of the disputed issues ...

Managing clients' total wealth allows advisors to offer more comprehensive solutions.

Working with successful people in general, and family business owners in particular, often means working with highly controlling clients. It comes with the territory. High achievement often ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Counsel at four US law firms say forming relationships, sending legal updates and demonstrating data have helped them snag a lot of work Subscribers of Managing IP and other private practice lawyers ...

Corporate counsel pay close attention to how much effort their external advisers put into understanding and effectively managing their needs, survey data of nearly 29,000 in-house professionals across ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

This PLANADVISER In-Depth story considers the new ways financial advisers are seeking to manage participant 401(k) accounts before they’ve rolled out. Fraj Lazreg was giving clients financial advice ...