What’s a client care program? It’s a value added, after care program in a service-based business. These programs often include access to future services at a flat rate price for a set period of time.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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 ...

Troutman Pepper has launched an initiative aimed at connecting clients with firm resources to address client challenges. The firmwide initiative, which the firm calls Troutman Pepper Plus, uses client ...

Nearly 10 months after launching a program to enhance its relationships with clients, Cassels has seen positive feedback, improved client retention, and even something the firm wasn’t explicitly ...

Whenever you use an ATM to check your balance or withdraw some money, you are actually participating in a client-server interaction with a computer on your bank's network. A client-server network ...

To meet the personalized needs of VIP clients, BGEANX offers a range of features including block trading, API access, and ...