The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

As we enter into what most people consider a forever-hybrid environment with clients, it’s time to commit to a new set of service models. I say commit because we’ve arrived at a point where ...

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function. With the advent of new ...

Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has completed a $25 million Series A ...

Founded by Dr. Todd Lewis, the organization reflects a process-driven approach shaped by both industry experience and ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...