RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...

The business side of lawyering is about revenue generation, getting paid for work done. It's also about finding and keeping loyal clients. According to Clio Legal Trends Report 2020 there are many ...

IMGCAP(1)]Five years ago we made a change to the way my firm billed for support. Like most accountants and consultants we had been invoicing clients on an hourly basis. Also, just like the other ...

Managing subscription billing can be challenging for businesses, often involving manual processes and delays in sending invoices to clients. Rainex, a leading provider of automated subscription ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

When Gibbons submits a legal bill to a client, it does so through one of two-dozen e-billing programs the Newark firm is required to use, each one slightly different from the others, according to ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...

WARSAW, Poland & LONDON--(BUSINESS WIRE)--Insurance Group SA (PZU), Poland’s largest insurer, and Guidewire Software , Inc. (NYSE: GWRE) a provider of software products to general insurers, today ...

Two executives will leave Lewis Brisbois Bisgaard & Smith in the coming months as the law firm’s leader continues to overhaul ...