In this second part of two-part series, Maggie Miller address the question that many law firm leaders raise once they’ve ...

Traditional client segmentation? That’s so 15 years ago. That was one of the takeaways from a presentation yesterday by Michael Nathanson, the CEO of Focus Financial, at this year’s Schwab IMPACT ...

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target ...

Lifetime Financial Management has launched a client segmentation value calculator for advisers. The tool, called Enhance ...

Advanced Micro Devices Inc. (NASDAQ:AMD) announced plans to combine its client and gaming segments into a single reportable segment, following a steep 59% year-over-year decline in gaming revenue to ...

Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

GEORGETOWN, Grand Cayman, Oct. 09, 2023 (GLOBE NEWSWIRE) -- StoneCo Ltd. (STNE) (Nasdaq: STNE; B3: STOC31) (“Stone” or the “Company”) today announced that it is reorganizing its management structure ...

This content has been created by the Finextra editorial team with inputs from subject matter experts at the funding sponsor. In this FinextraTV Interview from the Communify Intelligence Experience, ...

National brokerage firms are now sharing updates to financial advisors' compensation plans for 2025, a yearly event that often brings new requirements for earning bonuses or changes to how firms ...