The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

Clients look to their financial services professionals as a resource for their financial needs. Whether it is a broad based conversation about their long-term financial needs, narrowly focused ...

In 1966, the United States government created the first computer network, ARPANET. The network introduced a new way of connecting computers and set the foundation for what would become the Internet.

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Marisa Ricciardi A few ...

In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage ...

We all know that "client relationship is at the heart of our business success," that "what the potential client buys is us" or that "it's not B2B (business-to-business), nor B2C (business-to-consumer) ...

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 ...

The words rang with a mix of relief and aggravation in my ears. During my agency days, our team had been working for a few months with a new client. It was a nightmare for both parties. We laid out a ...