As RIAs look to offer more holistic planning, many are partnering with CPA firms to deliver tax expertise without the cost ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

Independent financial advisors often wear multiple hats—business owner, back-office support, administrator, marketer, et cetera. While this can be a point of pride that advisors can juggle so many ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

Debunking the myth of "the customer comes first." ...

Dealing with tough clients is practically a rite of passage in freelancing, small business, or customer service. Complaints, impossible requests, and high-maintenance personalities can stretch ...

DEAR HARRIETTE: I’m a 26-year-old freelance writer who’s been struggling to find a steady stream of clients and projects. A few months ago, a friend generously offered to refer me to someone in his ...

As a business owner (yes, if you’re a freelancer you are, in fact, a business owner), challenging clients or difficult customers are part of the deal. It’s an aspect of doing business you may not love ...