Referrals are still the name of the game when it comes to earning the trust of the ultra-rich.

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

When asked why it’s important for financial advisors to continually invest in their customer experience, most people would point to the advisor’s ability to retain client relationships over time by ...

Therapists need to figure out whether AI has done a number on the mind of their newly added clients. I provide insights on ...

When your clients make your life miserable, you have to decide if it’s worth redirecting the relationship or just cutting ties and moving on. Not all clients are worth keeping. That said, to salvage a ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. As the pandemic forced businesses around the world to face a multitude of issues, ranging from employee safety to supply ...

The rapid evolution of digital technologies has ushered in a new era for the legal profession—one characterized by both unprecedented promise and intricate new hazards. As practitioners and clients ...

It is often said that engagement letters are one of the best tools in the defense of a professional liability claim. That said, few CPAs would prefer to test the strength of their engagement letters ...