This week, five designers share some of their current strategies for staying in front of clients, as well as reaching new ...

Microsoft has fixed a known issue that will cause the classic Outlook email client to crash when opening emails or starting a ...

"Client onboarding and data gathering have always been friction points for advisors," said Mark Gilbert, CEO of Zocks. "As firms look to further streamline processes and eliminate manual data entry, ...

The new 28-member Client Council will serve through 2027. The Client Council was first established in 2015 and consists of lay leaders and administrators, bishops, priests, and deacons—active ...

The rainmaker days are over. Rainmakers, the select charismatic few — usually partners — who brought in the vast majority of an accounting firm's clients, are becoming obsolete as firms ...

Photo: Carmen Natale/ALM New Jersey's Lawyers' Fund for Client Protection has issued a warning about an attorney who allegedly continues to solicit legal work after he was suspended from practice.

Yes, I sent an initial email to the father after receiving the contact form in which the father responded, stating that his 19 year old son (in the contact form he stated his son was an adolescent) ...

Veterans Guardian … advises clients about how to claim benefits: what disabilities to claim, what evidence to include, and how to fill out forms. That advice is likely speech.

News: The Law Society of England and Wales has announced a new two-form approach following an extensive consultation about the TA6 forms used in property transactions. There will now be two separate ...

Quilter Cheviot has launched a new client app and portal to help customers to keep track of their investments. Both have been designed to replace legacy versions and help improve client experience ...

USCIS, which is the agency that determines immigration and citizenship applications, usually offers a grace period for new or updated forms, giving applicants and their attorneys anywhere between ...

Morgan Stanley named longtime executive Mandell Crawley to run a new unit combining client coverage, strategy and marketing as Chief Executive Officer Ted Pick continues to set his priorities one ...