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 ...

Client-facing tools are just another string to the bow of an adviser to aid the advice process; they are not a substitute for it. They add value in two main areas: presenting detailed, complex ...

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 ...

Those who experience personal injuries are faced with the difficult decision of how to keep moving forward. In states like California, personal injury laws are in place to ensure that an injured party ...

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 ...

Although many financial professionals know the value of annuities in protecting their clients’ assets and generating retirement income, they are uncovering another benefit: Annuities are helping them ...