Amalfi Technology Consulting Ltd, a UK-based managed service provider (MSP), secured client domains against email spoofing by ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

To put it in historical context, while technology platform shifts once lasted for decades, they now last for years. While ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

Opinions expressed by Digital Journal contributors are their own. The real estate industry is dynamic, continuously evolving to adapt to changing market trends and consumer needs. Embracing technology ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

For years, financial advisory firms have relied on client advisory boards and annual surveys to gather feedback on how clients feel about working with their advisors and on the confidence in, or ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

NEW YORK CITY, NEW YORK / ACCESS Newswire / September 24, 2025 / New to The Street, one of the fastest-growing financial media platforms with over 3.5 million YouTube subscribers and weekly national ...