Asking for referrals should be part of the offboarding experience or a reason to follow up with clients. Include specific instructions or directions to simplify providing a review. Consider a referral ...

To prevent attacks on Windows computers with the Ivanti Secure Access Client (ISAC) remote access software, administrators should install an up-to-date version. However, according to the ...

But inherent gender bias and stereotypes can show up with any mixture of advisors and clients. Here’s what you need to know. The tendency to apply quick filters to various scenarios and people can ...

It’s why he wants to bring more halal investing products to market and expand his wealth management team to serve more Muslim clients. “If you’re advising the wrong thing, you’re compromising that ...

The popular Keepass client for Apple devices is now owned by a team of developers whose previous purchases triggered considerable criticism and uncertainty. The Strongbox password management ...

to further help its enterprise clients. OPAQUE will also join Accenture’s Project Spotlight which helps support data and AI companies. “AI is only as good as the data it learns from ...

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 ...

So we will need more of those new logos in order to really provide a robust growth, building block from the new client side. But we're encouraged to see that, first of all, we've got a really ...

Relays know your IP address, your name, your location (guessed from IP), your pub key, all your contacts, and other relays, and can read every action you do (post, like, boost, quote, report, etc) ...