The professional services landscape is changing rapidly, and more so than ever in the financial services industry. Baby boomers won’t be around forever, and the "rainmaker" model is threatened by a ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Opinion: Coordination with the marketing and business development departments early can help attorneys deliver a higher level ...

IT Client Services and Support staff represent more than 500 years of experience combined, and are a team dedicated to being champions of excellence as they serve faculty and staff across campus. “As ...

It is essential for business owners to define good customer and client service practices. While there are certain individual principles of quality customer care, there are also degrees and differences ...

Managing significant wealth isn't just about picking investments, it's about coordinating every moving part of your financial ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

If you work in a service industry, sooner or later you will have to deal with an angry, disgruntled client who will resist your best efforts to solve his problem. Although service providers may set ...

Hillhouse Investment agreed to acquire Mercer’s Private Client Services, an Asia-led business offering wealth protection and life insurance.