Ahead of Wealth Management EDGE, Ritik Malhotra speaks about the instant gratification fueled by technology. Instant gratification has become a hallmark of our fast-paced digital era, where tasks such ...

Managing client expectations is an important but often underestimated skill that young lawyers need to develop. The ability to communicate clearly and effectively manage your client’s outlook will ...

When F.L.Putnam Investment Management Co. acquired New York-based Atrato Advisors LLC in 2021, it was the next logical step in a growth strategy that also included new hires, the launch of a new ...

Clearly, there has been no shortage of analysis, if not handwringing, on how to manage the expectations of the generations ...

In the fast-paced world of property management, prompt attention to tenants is critical to building trust, exceeding expectations and setting your property management firm apart from its competitors.

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in ...

In the wealth management industry, we often talk about the incongruence between an advisor’s expectations and those of their firm. But what about the clients? Are their expectations well-aligned with ...

Client retention is one of the biggest drivers of advisors’ long-term success. Advisors seeking to build elegant, upmarket wealth management practices don’t just have to attract ideal high-net-worth ...

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 ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...