The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

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 ...

Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Advisors can rest assured that using artificial intelligence won't be an issue with clients – unless it starts to undermine ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done. While there are many digital tools on ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

Join the discussion as Vickie Lewin, chief growth officer at Amplify, explores the transformative role of technology in wealth management. In this engaging conversation, Vickie showcases how Amplify’s ...

WEST PALM BEACH, Fla., June 23, 2026 /PRNewswire/ -- Speedy Sticks, a nationwide mobile phlebotomy and specimen collection ...

OAC Technology serves businesses with cybersecurity, managed IT, network administration, and backup services, gaining regional recognition for its reliable service and client satisfaction. The company ...

Traders Magazine, a Markets Media Group publication, caters to the institutional sell side, buy side and exchanges. Focused primarily on North American equity and options markets, Traders Magazine ...