JIFFYAI, a provider of Engagement AI solutions for wealth management, today announced that TCI Wealth Advisors, a 100% employee-owned, independent, fee-only wealth advisory firm, has selected its ...

At the executive level, every decision carries downstream impact. Priorities are set, resources are allocated and direction is established for the entire organization. In that environment, ensuring ...

Jennifer Goode, Senior National Director of the Wealth Strategies Group at Bernstein Private Wealth Management, says the ...

James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

As you well know, being a wealth management advisor is a demanding job. It involves far more than a knowledge of the markets and various investment products. You have to be good with clients — the ...

Which Biglaw firms are most beloved by general counsel for their superior client service? In 2024, with few rough waters for firms, it was generally smooth sailing until early 2025, when Trump came ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Which Biglaw firms are most beloved by general counsel for their superior client service? If there’s one thing corporate clients needed over the last year, it was trusted outside counsel. Between the ...