(Editor's Note: A monthly series introducing financial advisors to the importance of life and other insurance solutions, providing answers to client anxieties around personal risk.) I’m an insurance ...

Whether you call it CAS, client accounting services, outsourced accounting or something else, CAS is one of the fastest-growing areas for many accounting firms. The CAS Benchmark Survey shows this ...

Gaining and losing clients is inevitable in agency work. Follow these tips to make transitions seamless and maintain positive relationships. Winning and losing clients is part of the agency business.

“Succession planning is essential to every lawyer’s practice, proactively protecting clients and colleagues in the event of the lawyer’s disability or death.” The ABA page has a link to a document ...

Trust accounting—specifically, the management and recordkeeping of client trust accounts—is an aspect of legal practice that demands meticulous attention. Whether dealing with escrowed funds, ...

In the wake of the SEC’s revamp on rules around advertising last year, you probably know that advisors can now solicit, produce and feature client testimonials. You may also know that the new rules do ...

The customer experience at the world’s biggest banks and fintech firms is undergoing a significant change. Because of technological advancements, account users may now not only transfer money online ...

Guide staff to embrace the knowledge, attitudes, skills and behaviours that will institutionalise client responsive programming; Guide managers to systematically nurture and model the knowledge, ...

Opinions expressed by Entrepreneur contributors are their own. If you’ve ever felt like the one thing holding your business back from massive growth and expansion is your struggle to find the right ...

This column is a review of an exciting new book, "The Definitive Success Guide to Client Accounting Services (CAS)," by Hitendra Patil. I remember calling Hitendra a few years ago about an article he ...