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 ...

Charlotte: "I've yet to find the perfect practice management system," explained Wally, "We have spent more money than I like to think about, and our business has been flat for the last three years—and ...

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, ...

ANN ARBOR, Mich.--(BUSINESS WIRE)--SPS Family has partnered with ActiFi to launch Polaris, a dynamic Practice Management Coaching Program designed to empower and support financial professionals in ...

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 ...

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, ...

Choosing the right practice management solution for your accounting firm is not a tactical decision; it is a strategic one that will impact the business's efficiency now and for years to come. In the ...