Attorneys in firms can no longer wait for the conveyor belt to bring new client work to them. Economic and cultural changes during the last half-dozen years have caused firms to reassess their ...

More than 70% of respondents to the sixth annual mental health survey by ALM and Law.com Compass said they feel coworkers care about their mental health. Just 14.4% said they feel their clients do. My ...

CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, released the results of its 2024 Client Communications Survey. With responses from ...

Advisors can stop spending time on fancy newsletters—clients prefer a simple, old-fashioned email, a recent survey found, and if advisors aren’t reaching out at all on a regular basis, their clients ...

Virtually all top-tier professional service firms make the same boasts. "We have the best lawyers/engineers/architects/physicians, who went to the best schools and ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

The quarterly "Advisor Outlook Index," conducted by U.S. News & World Report and AdvisorFinder, asks financial advisors to ...

Geopolitics poses by far the biggest risk to markets and the global economy this year, with inflation no longer viewed as such a major threat, according to a client survey by Goldman Sachs Group Inc.

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

In the research business, timing can be everything. That's something media and marketing research giant Nielsen Co. may learn first hand as it begins fielding a new "satisfaction study" of its clients ...

HOUSTON--(BUSINESS WIRE)--Insperity, Inc. (NYSE: NSP), a leading provider of human resources and business performance solutions for America’s best businesses, today announced the results of its Client ...

Advisors are optimistic about the growth of their firms in 2016, but worry about their aging clients, according to a recent study. Seventy-nine percent of RIAs project continued growth in assets under ...