As the latest legal service provider to become a technology developer, Lexicon believe its advantage stems from a focus on its user interface and an end-to-end service that goes beyond technology. As ...
Brokerage firms are challenged to provide effective practice-management help to their advisors, according to Cerulli Associates. The most effective advisor support is done with one-on-one consulting, ...
DUBLIN--(BUSINESS WIRE)--Research and Markets has announced the addition of the "Value Add and Practice Management Support to Advisors - 2017" report to their offering. The report examines, in detail, ...
MIAMI LAKES, Fla.--(BUSINESS WIRE)--Elevate ENT Partners today announced the launch of its new management service organization platform. Formed by the physician-led leadership team of South Florida ...
ARLINGTON, Va.--(BUSINESS WIRE)-- E*TRADE Advisor Services, a provider of integrated technology, custody, and practice management support for registered investment advisors (RIAs), today announced ...
In our current financial services business landscape of rapid change and hyper-competition, practice management and business development efforts take on a whole new urgency and purpose. While ...
Managing a medical spa is difficult and stressful without powerful software. The wellness industry is awash with practice management software (PMS), but a few stand out as worthwhile solutions that ...