Shared Services sustainable success hinges on satisfied clients. But this involves more than putting your staff through client service training and asking them to “play nice”. The solution is to ...

LPL Financial LLC has announced that Prestige Wealth Group (PWG), led by partners Rich Galgano, CFP®, and Matt Geraci, CFP®, has joined its broker-dealer, RIA, and custodial platforms, bringing ...

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function. With the advent of new ...

The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

Wong joins from The Hershey Company; she will be responsible for leading Shelftrak’s global client services strategy ...

At the center of such a transformation was Prasanth Sasidharan, an accomplished Delivery Manager whose leadership of a ...

Of all the professional developments made possible by the Internet, the ability to interact with your clients and their systems in real time, no matter where you are, has to offer some of the greatest ...

To learn more about Larkins Investigations top rated services, read client reviews, or schedule a confidential ...

Under a new ethics interpretation, a CPA’s independence will be impaired when taking responsibility for hosting an attest client’s data or records. The AICPA Professional Ethics Executive Committee ...

No advertising campaign goes from storyboard to sales driver by itself. The client services manager is the ad agency executive who guides the campaign-building process. From client communications and ...

Client accounting services have been experiencing a boom in recent years, but the service is not a new concept. Firms have been providing what was often simply called “outsourced accounting” to their ...