Teams have become highly specialized and are focusing more on particular client types in order to offer the most bespoke ...

While business leaders often face high-pressure situations, negotiating contracts with clients presents unique challenges. As a leader, you are tasked with navigating these difficult conversations ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

In yet another sign of commodification in investment management, financial advisors are increasingly using pre-built models as a tool to shift their practices upmarket and focus on client ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer expectations are high, and how you attend to your ...

When it comes to retaining clients, regular client communication can prove an asset. But communication without value for the client can be a hinderance rather than a help. What are best practices for ...

One of the most important aspects of adding new clients to a financial planner's practice comes in the form of discussions that have little to do with investment "alpha" or fancy strategies.

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.