In wealth management, keeping a client is usually far more cost effective than finding a new one. That is why good advisors are attentive to signs that those they serve might be drifting away. For ...

Align, the premier global provider of technology infrastructure solutions and Managed IT Services, today announced the appointment of Skylar Moran as Director of Customer Success to lead client ...

"Oracle (US), Microsoft (US), Salesforce (US), IFS (Sweden), SAP SE (Germany), Infor (US), Trimble (US), Comarch (Poland), OverIT (Italy), PTC (US)."Field Service ...

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention ...

RIA Edge 100 firms pushed back on the idea that AI might boost client loads, with the technology helping advisors to go ...

AI is transforming how financial advisors do business. Find out if the smart AI-powered communication compliance tool Archive Intel is right for your practice. Plus, learn how financial advisor Taylor ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Woowa Brothers, the operator of Baemin, said on the 30th that it "offers a sincere apology to customers who were harmed" in ...

Wide-screen displays give you a full-fledged view that has changed how people work. With more screen space, better resolution ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...