I was elected to partnership in 2006, and in 2014, I was appointed as chair of the electrical and computer technologies practice, a capacity in which I served until recently. Around the same time, I ...

All the day, legal and financial professionals deal with sensitive information, complicated processes, and great expectations of clients. Client handling efficiency is not only time saving but also ...

Independent financial advisors bill themselves as offering a more personal touch to managing a client's money. By acting as a fiduciary and taking a "holistic" view of long-term goals like paying for ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. Now, more than ever, there is a need for scaling trust-building into the day-to-day efforts of managing talent well, and we ...

Daniel Mock, 24, is highly educated, graduating college with a double major in economics and political science. He later added a master's degree in quantitative economics. But when he started his ...

Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

Forbes contributors publish independent expert analyses and insights. Imagine walking into a wealth management firm in 2034 and finding half the desks empty. This isn’t a far-fetched scenario—it’s a ...

A WIN-WIN for financial advisors. Your clients are worried about their children’s math skills, and providing financial education is highly effective way to build those math skills and relationships.

Managed by Grow Therapy. Your call or email may go to a representative. I am an experienced registered nurse, behavioral coach, and certified case manager with excellent client management skills. I ...

how to efficiently use online research platforms and relevant primary and secondary authorities to complete research assignments; how the research issues fit into the overall case (for example, as ...