Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

In their new roles, Ms. Hayes and Mr. Otto will lead client engagement efforts, partnering closely with underwriting, risk consulting, and service teams to deliver AXA XL's full value proposition.

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 ...

CHICAGO--(BUSINESS WIRE)--PPM America, Inc. (“PPM”) today welcomes Melissa FitzGerald as the new Vice President, Private Equity Investor Relations in the firm’s Business Development and Client ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is a ...

LPL Financial LLC has announced that Loomis Wealth Management, led by financial advisors William "Bill" Curtis Loomis, III, CFP®, William Curtis "Curt" Loomis, IV, and Justin K. Hitt, has joined its ...

20 - Exempt - (Min: $72776 Max: $111323) Hours / Schedule: 8:00 AM -- 5:00 PM Description: Serves as a support system for his/her assigned Sr. Relationship Manager. Cultivates and maintains ...

Lately, a lot of people in the business world have been talking about the transformative potential of agentic AI. When I think about one of the most human aspects of business—relationships—I see a ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Sales management is the process of leading and directing a ...