Accounting practice management solutions provider Karbon announced the launch of Karbon for Clients, an end-to-end solution that manages the entire client lifecycle from onboarding and delivery to ...

In support of the government’s ambition to build Taiwan into a leading Asian asset management hub, Standard Chartered Bank continues to broaden its suite of diversified wealth management solutions for ...

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 ...

Have a major deliverable coming up that involves lots of people and tasks? The top project management apps we've tested can ...

ATLANTA & NEW YORK--(BUSINESS WIRE)--Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing ...

ViewTrade and HeirWealth have partnered to deliver an integrated wealth management solution combining global trade execution, ...

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Act!, a leading customer relationship management (CRM) and marketing automation solution for small businesses, today announced the availability of Act! Solutions ...

As trillions shift to younger investors and advisors retire, Perry tells InvestmentNews how education, technology and ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Davenport & Company, one of the oldest, employee-owned financial services ...

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 ...

Tough conversations with clients are inevitable, but they don't necessarily have to damage your partnership. Handling these conversations with honesty, empathy and a solution-oriented mindset can help ...