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.

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 ...

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 ...

Bank of America's wealth management arm is expanding the scope of its training programs, opening up development resources to its 6,500 client associates. The changes around client associates' training ...

Alternative investments, once rarely found outside the investment portfolios of the ultra-wealthy, family offices, pensions, endowments and sovereign wealth funds, have become more mainstream as ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Eric's career includes extensive work in both public and corporate accounting with responsibilities such as ...