The race is on for brokerages to capture clients in an incredibly difficult housing market, and Compass believes a new technology offering will give it an advantage. The brokerage on Monday launched ...

Kevin Iredell, the chief marketing officer at Lowenstein Sandler, said that client-facing chatbots are likely to replace the law firm website search box. Last week, Lowenstein Sandler became the first ...

Of the title sets in a medical marketing agency’s C-suite, chief client officer is one of the more recent additions. Most agencies have a client lead but it wasn’t until the past decade that it ...

For firms looking to put recent graduates to work drafting financial plans, would-be advisors say that’s not what they want. Instead, they desire positions with a first-hand view ofhow financial ...

Demands from clients are challenging law firms to stay competitive by introducing new tech tools that improve legal services offerings. At the same time, shrinking budgets are forcing law firms to ...

Client-facing tools are just another string to the bow of an adviser to aid the advice process; they are not a substitute for it. They add value in two main areas: presenting detailed, complex ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

For those facing lawsuits, the legal process can be stressful and overwhelming. McDevitt’s Tandem team of experienced lawyers are here to help. They understand the importance of providing clear and ...

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...