Ayco may focus on larger RIAs that can work with executives, while BNY Pershing may fit smaller firms, according to industry ...

Finding ways to deepen relationships with clients is more important than ever. How you go about that in a way that is unique, relevant and impactful is the burning question. Two ways to approach ...

The initiative, which uses predictive analytics to help the firm broaden its relationships with existing clients, is now out of its pilot stage. Marketing experts have long pressed lawyers to ...

In this episode, we delve into the world of Key Client programs and their significance in driving business growth. We have the privilege of speaking with Michelle Murray, an experienced professional ...

Software that runs in the user's computer. Contrast with "server program," which runs in a server in the network. See client and server. THIS DEFINITION IS FOR PERSONAL USE ONLY. All other ...

CHARLOTTE, N.C.--(BUSINESS WIRE)--Bank of America’s Client Assistance Program will continue to offer personalized assistance to clients as the shutdown ends and the federal government reopens. On ...

Accounting firms continue to feel the pinch of the Great Resignation. The dramatic disappearance of team members and the slow trickle of qualified candidates to replace them is a trend that continues ...

Goldman Sachs has secured another mega-RIA to join its new Ayco client referral program, with Creative Planning CEO Peter Mallouk telling InvestmentNews that his firm is on board. “We are on it and ...