The LexisNexis 2024 Investing in Legal Innovation Survey: The Rise of Gen AI at Top Firms & Corporations revealed an intriguing gap in expectations regarding the use of generative artificial ...

Learn how financial advisors can manage client expectations, mitigate frustrations, and build trust through education, communication, and realistic goal setting.

In today's fast-paced and dynamic business world, financial advisors and professionals constantly seek innovative ways to serve their clients better and maintain a competitive edge. A Behavioral ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Today, the evolving dynamics of the B2B landscape demand more than just service enhancements to achieve true client orientation. It requires a foundational shift in strategy, embedding a deep ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

I can almost guarantee that your clients will have a better experience working with you if you mindfully manage their expectations right from the first meeting. Conversely, unless you have ongoing ...

I'm just impressed with Morningstar overall. You've continued to deliver and provide really good support for questions and making sure I’m being as efficient as possible. For Maryann Ruck, President ...

When CRM3 (Client Relationship Model Phase 3) comes into effect in Canada, it’s not just another regulatory change - it will reshape the way advisors and wealth managers interact with their clients.

A large majority (80%) of Fortune 1000 executives expect to see a reduction in billing from outside counsel due to efficiencies created by Gen AI. The LexisNexis 2024 Investing in Legal Innovation ...