As a growing number of the Am Law 200 finally begin to invest seriously in their client relationship management strategy, the focus falls all too often on technology at the expense of real client ...

Laptops built for business are thinner and more powerful than ever. Check out our favorite expert-tested laptops for the office.

Smaller accounts were never really a question of demand. They were a question of delivery. For most advisory firms, the challenge was not whether younger or less wealthy investors wanted professional ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. As the number of subscriptions worldwide is projected to reach ...

In wealth management, keeping a client is usually far more cost effective than finding a new one. That is why good advisors are attentive to signs that those they serve might be drifting away. For ...

More young women are joining the ranks of wealth management, but not in the roles that are more likely to be better-paid and lead to executive roles, according to a recent study by Fintrx. While women ...

Moss Adams, a former Top 25 Firm that joined Baker Tilly US last year in a megamerger, has spun off its Moss Adams Wealth Management unit. Processing Content It will now be renamed Threadline Wealth, ...

In a year marked by rising geopolitical complexity, multi‑jurisdictional wealth structures and shifting expectations among the world’s wealthiest families, Citi Private Bank distinguished itself with ...

The program will track customer feedback from thousands of reviews from advisor directory Wealthtender and will use methods like natural language processing and machine learning to quantify the value ...

NEW YORK--(BUSINESS WIRE)--Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has ...

New offering is tailored to serve the banking and investing needs of clients with over $100K at PNC through a national network of affluent bankers and financial advisors, as well as 200 updated ...

Brooke Meister and Alex Dochter have unveiled new digital creator talent firm Link Management, which reps digital creators including social media personality Danielle Walter, NFL Majorette and ...