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

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 ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

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 ...

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 ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

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 ...

As wealth management firms gear up to spend big on technology in 2023, wealthtech solutions focused on a smooth experience and deep insights are poised to get a significant piece of the pie. According ...

SANTA BARBARA, Calif.--(BUSINESS WIRE)--Bitwarden, the trusted leader in password, passkey, and secrets management, today announced that Ascend Technology Group, a Nebraska-based IT services provider, ...

OAC Technology serves businesses with cybersecurity, managed IT, network administration, and backup services, gaining regional recognition for its reliable service and client satisfaction. The company ...

When you look at the power of today’s smartphones and cloud services, there are clear reasons to think thin clients may rise Earlier this week, I was at Dell’s analyst update on its thin client ...

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