Replacing clients is like platting fog — hard work and frustrating. In the previous lesson, when we looked at client retention, we saw how the average lifespan of the client relationship is two to ...

Editor’s note: This is the first article in a three-part series about the processes financial advisers are required by the SEC, FINRA and their firms to follow to properly use client ...

A former rep who tried to mollify a couple of dissatisfied clients by providing them with falsified portfolio values has been sanctioned in a settlement with securities regulators. Following a hearing ...

Like Queen Elizabeth, she loves horses and a great tiara moment. Meghan Markle's refreshed lifestyle brand has a logo with a meaningful symbol. On Feb. 18, the Duchess of Sussex announced that she ...

I've used every Linux email client on the market, from the terminal-based Alpine (originally just Pine) to the Evolution groupware, and everything in between. Some of those email clients I stuck ...

In business, entrepreneurs encounter a wide array of clients. While many client experiences will be positive, there will also be tough ones who challenge your typical ways of doing business and ...

I own a business in a professional services industry, so it is necessary to build rapport with clients and keep them happy. I love helping people and generally enjoy my choice of career.

But AI could offer new business models for artists like Lisa Vleming, who works with smaller clients. She designs posters, logos, event invitations and more in a retro groovy style. “My work is ...

HP supplies ThinPro, a Linux-based operating system for thin clients. The company has now released an update that closes hundreds of security gaps. IT managers should distribute the updates quickly.

JR Wealth Management Announces New Strategic Wealth Solutions for High-Net-Worth Clients. New York, United States, March 7, 2025-- JR Wealth Management, a premier wealth advisory firm specializing ...

The Green Party's new logo is an emoji. The federal party unveiled its new brand, a green dot, on Tuesday on Parliament Hill, possibly weeks before a snap federal election. "The great thing about ...

By addressing these obstacles and empowering female investors, financial advisers can create meaningful impacts on their clients’ lives and financial well-being. Here’s how you can step up ...