Many advisers complain about lack of automation and functionality and prefer a platform that gives them more time to focus on clients. Adviser360 has released findings from its 2022 Connected Wealth ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

The legal profession''s relationship with technology has evolved from one of basic word processing to a deep, strategic ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done. While there are many digital tools on ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

Opinions expressed by Digital Journal contributors are their own. The real estate industry is dynamic, continuously evolving to adapt to changing market trends and consumer needs. Embracing technology ...

Lincoln Ross is the CEO and president of CircleBlack Inc., a leading cloud-based software platform helping advisors better manage their clients’ wealth while growing and deepening advisor-client ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...