The changing times and an economy in constant flux are causing clients to shift expectations for their accounting firms. Practices that evolve to meet these expectations will gain a significant ...

Google is updating the client-side encryption mechanism for Google Meet to allow external participants, including those without Google accounts, to join encrypted calls. Client-side encryption ensures ...

The most common reason why affluent clients say they would switch advisors is their advisors’ failure to respond to their communications in a timely manner, according to a study conducted by Spectrum ...

As a financial advisor engaging new business, you've already done the heavy lifting: You successfully converted a prospect to a paying client. Now it's time to make good on your promises of ...

After launching for Drive, Docs, Sheets, and Slides, Workspace client-side encryption (CSE) is coming to Google Meet. Meet already encrypts all of your data at rest and in transit between our ...

Investment consultants are beefing up their technology to meet client demand for more sophisticated digital money manager, portfolio and risk management evaluation tools. Among the areas consultants ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...