In a world where technology drives daily life, your clients have increasingly placed more value on their digital identities and belongings, also known as digital assets. Digital assets encompass ...

Navigating the struggle of managing multiple client accounts without burning out is quite common with most entrepreneurs, especially service providers. We are often so occupied with attracting new ...

Counsel at four US law firms say forming relationships, sending legal updates and demonstrating data have helped them snag a lot of work Subscribers of Managing IP and other private practice lawyers ...

At a time when more Americans rely on Social Security than at any other time in the program’s 86-year history, political brinkmanship and alarmist headlines are undermining public faith in the ...

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 ...

Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ones you already serve. Proper tax planning allows your clients to hold on ...

My father-in-law is a very successful attorney. One of his great sayings is: “I’m always looking at the clock, and they are looking at the calendar.” What that means is he has very different ...

Chrome apps are growing up, moving beyond geeky curiosities to products that people could use to get stuff done in the real world. But as with any app store, you have plenty of chaff to wade through ...