If you find managing your email annoying, it might be time to switch to another client. Be more productive with one of the top email apps we've tested. I've been testing PC and mobile software for ...

Booking and client management platforms help beauty businesses handle appointments, payments, client records, and marketing ...

BNY Pershing and Goldman Sachs Ayco are entering the client custodial referral market, a space previously dominated by Charles Schwab and Fidelity Investments, with further competitors likely to join ...

STAMFORD, Conn.--(BUSINESS WIRE)--Information Services Group (ISG) (Nasdaq: III), a leading global technology research and advisory firm, said today it has recognized 47 technology and business ...

Financial advisors are finding client growth and deeper relationships by meeting prospects through digital matchmaking applications reminiscent of online dating app profiles. Processing Content Client ...

Industry Insight from Thomson Reuters Institute, a part of Thomson Reuters. Only 27% of law firm clients are asked for formal client feedback by their firms, according to research from Thomson Reuters ...

Bank of America is in the process of rolling out a client referral program for its global wealth management division, which includes Merrill Lynch and the bank’s former Banking & Investments division ...

Accounting firms continue to feel the pinch of the Great Resignation. The dramatic disappearance of team members and the slow trickle of qualified candidates to replace them is a trend that continues ...

Client expectations around agency pricing have shifted, and outcome-based fee models are no longer an unusual request but a baseline demand. While agencies that take this oppo rtunity to align on ...