Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ...

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 ...

At a time when more Americans rely on Social Security than at any other time in the program’s 86-year history, political brinkmanship and alarmist headlines are undermining public faith in the ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Counsel at four US law firms say forming relationships, sending legal updates and demonstrating data have helped them snag a lot of work Subscribers of Managing IP and other private practice lawyers ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

You just landed a huge client—congratulations. You did everything right: You have a signed contract with a clear statement of work (SOW). You even went the extra mile to make a client-facing project ...

Volatility is pervading markets and many advisors may have new clients or millennial investors who haven’t experienced this volatility before. A study from McKinsey showed that trust with an advisor ...

Chrome apps are growing up, moving beyond geeky curiosities to products that people could use to get stuff done in the real world. But as with any app store, you have plenty of chaff to wade through ...

As clients demand their lawyers leverage contacts within the Justice Department or White House to cut deals, one defense attorney shared that a colleague had tried—and failed—to do so. “It went ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Many artists dedicate their passion and creativity to crafting a remarkable masterpiece, ...

We hope you enjoy this excerpt from Litigation Daily, the exclusive source for sharp commentary on mega court battles, winning strategies and the issues that obsess elite litigators. Law.com ...