That’s how financial advisors often describe what they do for clients. Now there’s new research that lends credence to that idea, noting the importance of advisors who provide emotional ...

Trust and personal connections, as well as other emotional factors, account for a large portion of the value that clients place on financial advice, according to a new study by Vanguard. In a study ...

Melissa Prince's position at Ballard Spahr is chief client value officer. But it took a while for her to get regular interaction with clients, let alone to get the word in her job title. “There are ...

I recently read with interest a customer-facing magazine developed by a highly successful printing and marketing execution company. Aside from serving as a terrific communications tool, it offers ...

For wealth managers, the long running debate between fees and commissions is uninformed and can be counter-productive to the economic well being of certain clients. There is no question that except ...

So you have the engagement and are busy drafting your client’s new estate-planning documents. The initial consultation went well, and you believe that you’ve laid the foundation for a successful ...

EY America’s Ugur Hamaloglu says the investment required means the technology has to drive client acquisition, engagement, ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. If you don’t know who you’re selling to, what’s the point? Success doesn’t stem from ...

Professional services consultant Loren Fogelman of Business Success Solution dives into how accountants can find and communicate value without being dragged down by the anchor of the billable hour.

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in ...

NRD Companies, a global IT development and consulting group of companies specializing in e-governance and economic digital infrastructure, today announced a strategic consolidation of its subsidiary ...

Northern Ireland web design and digital marketing agency reaches reputation milestone while serving SMEs across UK and Ireland After fourteen years and more than 450 reviews, we have genuine evidence ...