LOS ANGELES--(BUSINESS WIRE)--Boulevard (www.joinblvd.com), provider of the client experience platform purpose-built for appointment-based, self-care businesses, today announced the findings of its ...
NEW YORK--(BUSINESS WIRE)--impact.com, the world’s leading partnership management platform, announced today its 2023 company growth and strong performance, driven by client and agency partner growth, ...
Angie Ribuffo, president of Raion Financial Strategies, a financial services firm based in Anchorage, Alaska, takes clients back to their earliest memories about money in order to gain insight into ...
This analyst blog is part of our coverage of the 2018 Morningstar Investment Conference. Financial advisors take it as a given that they'll calibrate their clients' portfolios for return and risk. But ...
Journal of Management Information Systems, Vol. 35, No. 4 (2018), pp. 998-1030 (33 pages) The reach and impact of outsourcing has grown rapidly to include a variety of strategic objectives.
The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...
Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. In this episode, Thomas Betts chats with ...
Okta shares fall 11% after company says client files were accessed by hackers via its support system
Cybersecurity firm Okta said an unidentified hacker had accessed the company's support system and viewed client files. Shares fell 11.5% on the news. The breach did not impact Okta's product offerings ...
SmashBrand, a U.S.-based brand strategy and design agency, announced it has surpassed $20 billion in client revenue impact through packaging-led growth. The company said the figure is based on ...
Benjamin Ball Associates, a London-based executive coaching and presentation training firm, has reported strengthened client feedback and announced refinements to its leadership and communication ...
With over 20 years of experience across institutions including Goldman Sachs, Deutsche Bank, and now Head of FX Sales at U.S. Bank, Paula Comings aims to bring a thoughtful and client-focused approach ...
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