Advisor Impact Inc. has launched a third-party client assessment tool that helps financial advisors maximize the value of their existing books of business and build deeper relationships with clients.

The challenges of the last 18 months, Brexit, the global pandemic and increasing demands for greater transparency and market control are driving change at a breath-taking pace in Financial Services.

Words rarely match actions when portfolios suddenly plummet. Theoretical comfort with volatility evaporates quickly once percentage drops transform into dollar figures. One of the thorniest challenges ...

Accounting for Clients' Liquidity and Other Financial Needs. J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of ...

Late client data is a predictable feature of how people engage with tax. Changing client behaviour is difficult; redesigning workflows that depend on ...

Objectives: (1) Describe the self-care, productivity and leisure problems identified by individuals with a spinal cord injury (SCI) during rehabilitation, (2) describe the perceived level of ...

Client protection practices in Cambodia’s financial sector are receiving considerable attention, with the official implementation of the “Banking and Financial Institutions (BFI) Code of Conduct and ...

Now that we’ve passed the second personal tax-filing deadline of the year, June 15, which is for individuals with self-employment income, chances are your clients have either received, or will shortly ...