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 ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Most founders spend all their energy getting new clients. But keeping existing ones happy matters more. Your current customers are worth gold. One loyal client beats ten potential customers every time ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

We too often treat client retention, loyalty, and internal business expansion as “soft” and something we assume will happen if we do everything else right. The long-held belief that satisfied clients ...