RIAs

Firms should strike a balance between modernizing tools and maintaining client service, says Michael Paley, chief operating officer of Klingman & Associates.

Salesforce says the crucial difference between its platform and similar, all-in-one offerings is that "it is a client-centric platform, not a product-centric one."

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

Solo advisory owners have it tough. How do they manage to oversee a practice, meet client needs and still have a life?

Launching a client portal isn’t easy. There are several big choices to make first, including a few crucial business strategy considerations.

Opting to do business in an area that appeals to clients could be worth the extra expenses.

Mineral rights can be lucrative... until the oil or gas runs out or prices plunge. Here’s how one firm helps clients manage these challenging assets.

Wealth Enhancement Group expands into the northeast by buying HHG & Co.

Letting employees own a piece of the business increases loyalty and revenue.

Finding top people is getting harder, says Kathy Freeman, so putting this in a compensation agreement is now ‘mandatory.’