Learn expert strategies to reassure clients during market volatility, focusing on long-term goals and identifying investment ...

What follows is our perspective, from technology leadership and practicing lawyers, on how AI will reshape legal service ...

Discover techniques to improve your cold calling strategy and effectively engage clients, boosting your business acumen and building long-lasting relationships.

A recent lawsuit filed in San Diego Superior Court alleges that Sharp HealthCare recorded conversations between doctors and ...

Covington, a finalist for The American Lawyer’s General Litigation Department of the Year for 2025, says that its culture of collaboration starts with no origination credits for its attorneys and its ...

With the population aging at a rapid pace, demand for caregivers is at an all-time high. But experts warn that the supply of people who can serve caretaker roles is impossibly strained—and the current ...

Anastasia Maillot is an Evergreen Editor based in Finland working for Game Rant, where she combines her passion for fiction writing and video games. Although she's not limited to a specific genre of ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

SAN FRANCISCO, July 29, 2025 (GLOBE NEWSWIRE) -- Karbon, the leading practice management platform for accounting firms, today announced a strategic partnership with Ignition, the recurring revenue and ...

The power of AI to automate client intake equals huge value within SmartVault’s secure infrastructure. Efficiency is increased and firm risk is reduced, limiting apps with access to sensitive data.” — ...

Great results don’t always speak for themselves. In agency life, it’s often the conversations around the work – not just the work itself – that shape how clients perceive your value. Yet most teams ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...