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 ...

From quick keyboard shortcuts to AI-powered OCR and GIF creation, Windows 11 includes far more screenshot tools than most people realize.

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 ...

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 ...

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 ...

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 ...

Goodwin Procter has launched Propel, a firmwide AI training initiative. The program includes in-person events, lawyer and vendor-led trainings, and online content. Propel aims to increase the speed ...

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 ...

To successfully seek out and win the business of prospective clients, all service-based businesses must have a plan and a willingness to learn from trial and error ...