It’s a common scenario for financial advisors: A client for whom you are managing a standalone brokerage account asks if you can also help them select and manage investments for their ...

Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. Hours billed and revenue in the door are still the metrics by which the majority of law firms measure success. And why not?

Risk is inherent to any business activity, including the sale of a CPA practice. From the seller’s perspective, minimizing the major transitional risks after selling a CPA practice should be ...

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, ...

As most successful financial professionals know, one of the keys to running a thriving practice is not only to attract and maintain a steady stream of clients, but to also tap into those clients to ...

Starting a tax practice is proven to grow your existing financial services business. Clients are uncertain about the future of the economic landscape and the best way to take advantage of it. This ...

Every law firm has clients that make the work worthwhile. Those who value your expertise, pay on time, and bring repeat business or referrals. The key is to focus your marketing and business ...

Efficient therapy practice management software takes much of the responsibility for accuracy and efficiency away from employees, allowing them to focus on their primary patient-related duties. The ...

CPAs specializing in tax resolution often walk a fine line between advocating for clients and adhering to legal and ethical guidelines. Given the complexities of IRS regulations and the high-stakes ...

Kelley Drye's strategic vision "doesn't include the private client practice" anymore, said Carolyn Caufield, who is Herrick's new private client practice chair. Two leading trust and estate partners ...