Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models ...

Finanshels, a UAE-based financial operations firm, has updated its Client Portal to centralise financial data, compliance ...

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 ...

Efficiency and speed are really the name of the game. Tiger Investment Services has built their advisory practice with a unique, hands-on approach—they don't use model portfolios for any of their ...

In today’s rapidly evolving technological landscape, the use of generative AI is gaining currency in the accounting profession. Not only are CPA firms integrating generative AI into administrative ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

A threat actor exfiltrated personal data belonging to a ‘significant number of individuals’ in the January cyberattack, the solution provider says in a regulatory filing. A threat actor exfiltrated ...

(Reuters) - An electronic discovery vendor for U.S. law firm Quinn Emanuel Urquhart & Sullivan suffered a cybersecurity attack that may have exposed client information, the firm disclosed to ...