Benefits advisors who embrace this expanded role have the chance to build deeper partnerships and become indispensable to the ...

Technology is available that can simplify the voir dire process and assist you in choosing a jury panel receptive to your ...

The May cover story for Practical Accountant focuses on how a number of firms are using formalized testing to determinate if a potential hire is right for a job. It also explores how testing is ...

Client accounting services have been experiencing a boom in recent years, but the service is not a new concept. Firms have been providing what was often simply called “outsourced accounting” to their ...

Below are suggestions for consideration when choosing clients to include in your firm’s client feedback program. When considering these criteria, it is also useful to examine clients/referral ...

From the client’s point of view, the experience, management and processes the consulting firm uses are of paramount concern and must be evaluated in the selection process. The client must trust ...

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor ...

Kane says WSP continues to focus on targeting projects where it “can add value and make a difference”. However, as with any merger, acquisition, or new business strategy, the need to convey its ...

NEW YORK--Many advisers dream about a prospect wanting to hand over $100 million. John Waldron showed him the door. Mr. Waldron believes clients are best served by specialization, or focusing on a ...

If the application is accepted, the client must sign an engagement letter prior to any ELC assistance. Once the engagement letter is signed, the student team will begin substantive legal work for the ...