Rolling out a new account management app is an exciting step for a brand, but getting clients to download and actively use it takes a thoughtful strategy. Whether you’re encouraging existing customers ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

The US wealth management business at UBS has redesigned its iPhone app and added new functions to it, in a sign that the most high-brow firms with thousands of advisers are trying to better utilize ...

Most small business-owners allocate significant labor resources to customer management. Many time-consuming tasks, however, don’t require skilled employees. In fact, essential customer management ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...