A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

A scan across the wealth management and financial services industry shows there is a growing movement of advisors looking to differentiate themselves by offering a more comprehensive, private wealth ...

September 16, 2022 - In a pitch to a prospective client, it is common to see the general counsel ask attorneys to provide information on three topics: approach for the matter, proposed budget, and the ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

Novel job titles like “chief value officer” and “client relationship manager” have increasingly become part of the Big Law lexicon, but it would be a mistake to assume only large firms are pouring ...

Data has become one of the most valuable assets a company can own. Much like oil powered the industrial era, data now drives innovation, competitiveness and profitability, especially in the world of ...

At my negotiation firm, we have often written about the topic of personal value since it is so important to effective negotiation strategies, particularly in a B2B environment. The ability to ...

This article is excerpted from HTML5 Developer’s Cookbook and reprinted with permission of publisher Pearson/Addison-Wesley Professional. The persistence of information in the visitor’s browser has ...