This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Digital Vaults bring multi-generational engagement (and value) to the table, ultimately serving as a digital moat for institutions and family offices, paving the way for the modern high-touch advisory ...

LANDesk gave us virtually everything we wanted in a client management product – and more. Plus, the LANDesk Management Suite’s support for diverse platforms was superb. Its asset inventory scans were ...

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 ...

Journal of Business Ethics, Vol. 85, No. 2 (March 2009), pp. 109-136 (28 pages) The recent accounting scandals have raised concerns regarding the closeness of auditor–client relationships. Critics ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...