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 ...

Greensboro: "We've culled our book, but I still find myself getting bogged down with clients that are below my firewall -- I'm most effective as a rainmaker, not dealing with smaller clients," ...

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, ...

It's a dog-eat-dog world for financial advisors, at least when it comes to client retention and loyalty. Several advisors say conversations and regular guidance should always be top of mind when it ...

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 ...

Without marquee clients, your firm is destined to have a client base that consists of small and midsized companies that have steady, but low-margin fees today and steady, but low-margin fees tomorrow.

New Clients, Inc., an international client acquisition, practice management, and accounting practice sales firm, functions as a family-run organization, infused with the ethics of founder Bruce ...