Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Ayco may focus on larger RIAs that can work with executives, while BNY Pershing may fit smaller firms, according to industry ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

It’s time for wealth management to rethink the role of client-service associate. CSAs are an overlooked talent pool that ensure smooth operations through client management, household maintenance, ...

The Langston Wealth Management Center at The University of Texas at Austin’s McCombs School of Business has announced a strategic partnership with Wealthtender, the nation’s leading independent ...

Lochner, an Egis Group company, is pleased to announce that Stephanie Reed, LEED AP, has joined the firm as Program Director. In this role, Reed will strengthen Lochner's Program Management Advisory ...