How I built a client portal & CRM with AI (Softr tutorial) Posted: April 1, 2026 | Last updated: April 1, 2026 ...

JPMorgan is suing a former wealth advisor it says raided client data in late-night sessions, then used it to poach accounts for a rival firm. The Wall Street giant filed suit against Thomas L. Staley, ...

If an app could introduce you to new clients, what profiles would make you swipe right? This week, we asked eight designers—Bridgette Caporaso, Brieanna Cunningham, Ali Henrie, DuVäl Reynolds, Emma ...

ST. LOUIS, MO, UNITED STATES, January 21, 2026 /EINPresswire.com/ — Industry Leader, Brand Ambassador, and Mentor Championing Skilled Trades, Women in the Trades ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This creates unknown risk exposures that can emerge during audits, ...

BX Partners announced the launch of 12 open-architecture portfolio models on the Nitrogen Partner Store. The BX models provide financial advisors with access to nonproprietary stock-and-ETF portfolios ...

Tax planning has traditionally been positioned as a premium service reserved for an advisor's wealthiest clients. This approach, however, overlooks significant opportunities to deliver tangible value ...

[1] A client’s decision-making limitations do not diminish the lawyer’s obligations under the Rules or the importance of treating the client with attention and respect. Except as provided in this Rule ...

JPMorgan Chase is once again seeking to have the courts intervene to prevent a former advisor from allegedly breaching his employment contract by soliciting former clients after he joined LPL ...

Thin clients have evolved from simple terminals into modern endpoints capable of supporting VDI, DaaS, and SaaS workloads. Advances in remote display protocols, cloud services, and x86 hardware have ...

Drawing on 20 years of experience building a full coaching practice and training hundreds of coaches, I break down the core assets that consistently lead to more clients. In coaching, the hardest ...