Discover the importance of client-facing roles, how they impact business success, and the variety of positions that involve customer interaction.

The race is on for brokerages to capture clients in an incredibly difficult housing market, and Compass believes a new technology offering will give it an advantage. The brokerage on Monday launched ...

For firms looking to put recent graduates to work drafting financial plans, would-be advisors say that’s not what they want. Instead, they desire positions with a first-hand view ofhow financial ...

Of the title sets in a medical marketing agency’s C-suite, chief client officer is one of the more recent additions. Most agencies have a client lead but it wasn’t until the past decade that it ...

Kevin Iredell, the chief marketing officer at Lowenstein Sandler, said that client-facing chatbots are likely to replace the law firm website search box. Last week, Lowenstein Sandler became the first ...

Demands from clients are challenging law firms to stay competitive by introducing new tech tools that improve legal services offerings. At the same time, shrinking budgets are forcing law firms to ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

VALLEY FORGE, PA — Vanguard has launched its first client-facing Generative AI (GenAI) feature, designed to streamline and personalize communications between financial advisors and their clients. The ...

Kathleen Marcus, a partner at law firm Stradling Yocca Carlson & Rauth. For clients contending with Securities and Exchange Commission enforcement matters, the federal government shutdown "creates a ...

Although Java has earned a reputation for solid back-end performance, its history as a client-facing platform has been troubled. When Java first shipped in 1995, programmers could create GUI ...