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 ...

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

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 ...

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 ...

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

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 ...

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 ...

From left to right, Mary Ellen Egan of American Banker, Sindhu Joseph of CogniCor, Claudia Cypher Kane of Raymond James Financial Services and Stacy Francis of Francis Financial spoke in a session at ...

NEW YORK, NY - JANUARY 29: Stock numbers for Apple are displayed on a screen at the Nasdaq MarketSite in Times Square, January 29, 2019 in New York City. Apple is set to report first-quarter earnings ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...