Mobile payment firm Square on Thursday launched Square Appointments, a combination service and iPhone app for businesses dependent on client bookings. The platform allows clients to book appointments ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Carnival Cruise Line has introduced a new "manage booking" user interface on the GoCCL Navigator for travel advisors. The company said the interface now has simplified steps, a modern look and ...

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 ...

Financial advisors are often called “relationship managers.” My experience, however, has been that while advisors are fantastic at client service, they aren’t actually doing much to “manage” their ...

Getting and keeping clients. It’s the lifeblood of an advisory business, regardless of what’s happening in the markets, and often a factor in whether practices rise or fall. That’s because winning ...

There may be a select few practitioners who manage their client schedules so well that April is no busier than February or March. But for the majority, an avalanche of last-minute filers has become an ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...