Schwab has increased the minimum AUM for its advisor referral program following a decision to raise the minimum client asset ...

What’s a client care program? It’s a value added, after care program in a service-based business. These programs often include access to future services at a flat rate price for a set period of time.

Troutman Pepper has launched an initiative aimed at connecting clients with firm resources to address client challenges. The firmwide initiative, which the firm calls Troutman Pepper Plus, uses client ...

Accounting firms continue to feel the pinch of the Great Resignation. The dramatic disappearance of team members and the slow trickle of qualified candidates to replace them is a trend that continues ...

Nearly 10 months after launching a program to enhance its relationships with clients, Cassels has seen positive feedback, improved client retention, and even something the firm wasn’t explicitly ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...