A well-drafted engagement letter provides essential protection and important benefits to CPAs in tax practice and in other ...

Stitch Fix, Inc. SFIX reported first-quarter fiscal 2026 results, wherein the bottom line matched the Zacks Consensus ...

At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with ...

Finding new clients can take up a significant amount of time and energy in your business. And once you get them, you have to keep them. That's where client engagement becomes paramount. Engagement is ...

Peter V. Disch, founder and managing partner of Great Point Wealth Advisors, explains why financial advisors must shift their ...

In the ever-evolving landscape of financial services, the integration of Artificial Intelligence (AI) is reshaping the way client engagement is approached. This paradigm shift goes beyond conventional ...

In today’s fiercely competitive legal landscape, creating meaningful and lasting client relationships is paramount. For midsized business law firms, this challenge is amplified by mounting demands to ...

In the competitive landscape of law and professional service firms, client events, webinars and sponsorships are not just ancillary activities—they’re integral components of a firm’s growth and ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. When people seek out the services of a lawyer, they’re not usually in the best state of mind ...

As FinTech companies, robo-advisor and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of the financial services industry, some financial advisors ...

Q1 2026 Management View Matt Baer, CEO, reported "Q1 was a strong start to the year. Revenue exceeded our outlook and accelerated 7.3% year-over-year to $342.1 million. Adjusted EBITDA also exceeded ...