Mobile payment firm Square on Thursday launched Square Appointments, a combination service and iPhone app for businesses dependent on client bookings. The platform allows clients to book appointments ...

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 ...

Mark Cussen, CMFC, has 13+ years of experience as a writer and provides financial education to military service members and the public. Mark is an expert in investing, economics, and market news.

And that should be their firm, says David Wurtzbacher of PE-backed accounting firm platform Ascend, so they can spend the vast majority of their time working on the business, rather than in the ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

Corporate travel data capture technology provider Traxo reports a "material uptick" in travelers booking outside of travel management companies among their customers over the first half of this year.

Dublin, Nov. 25, 2024 (GLOBE NEWSWIRE) -- The "CASS - Managing Client Money and Assets" training has been added to ResearchAndMarkets.com's offering. This very practical 1 day course conducted by an ...

U.S. retirement savers are often chastised for not making the most of their retirement accounts. But financial advisors can be equally guilty of ignoring or overlooking what is often a client's ...