Rocket CRM has introduced new advancements to its platform designed to transform the way organizations approach Marketing ...

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 ...

For wealth management firms, there is scope to extend the role of trusted advisor beyond what would traditionally be their ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Rocket CRM announced today the launch of a partnership designed to provide integrated marketing automation and seamless CRM ...

Evercore Wealth Management matches each family with an investment lead and a fiduciary planner, runs proprietary large-cap ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Earlier this year, the wealth manager reported progress with technology ...

At a fundamental level, financial planning requires a great deal of information about clients' income, assets, insurance and taxes. A financial advisor who wins the business of an incoming customer ...

The rise of technology in wealth management has allowed advisory clients ever-greater online access to their account information. But it's also given rise to fears that increased digital autonomy may ...

Discover how tax-aware portfolio customization is revolutionizing wealth management in the latest research report by Cerulli ...

When F.L.Putnam Investment Management Co. acquired New York-based Atrato Advisors LLC in 2021, it was the next logical step in a growth strategy that also included new hires, the launch of a new ...

"We started getting calls to help companies position on major initiatives that the C-suite wanted to undertake in terms of ...