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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target Client Profiles and Client Segmentation. Law firms today operate in an ...

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 ...