Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

Efficiency and speed are really the name of the game. Tiger Investment Services has built their advisory practice with a unique, hands-on approach—they don't use model portfolios for any of their ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

Tequity, a leading North American M&A advisory firm specializing in global Enterprise B2B SaaS products, services, and AI/Data-oriented company transactions, acted as the exclusive financial advisor ...

(Reuters) - An electronic discovery vendor for U.S. law firm Quinn Emanuel Urquhart & Sullivan suffered a cybersecurity attack that may have exposed client information, the firm disclosed to ...

A recent study found that wealth management clients expect a more personalized digital experience when it comes to mobile apps and websites. J.D. Power's 2024 U.S. Wealth Management Digital Experience ...

A threat actor exfiltrated personal data belonging to a ‘significant number of individuals’ in the January cyberattack, the solution provider says in a regulatory filing. A threat actor exfiltrated ...