AXA XL, the property and casualty division of global insurer AXA Group, has announced the appointment of Samantha Hazlewood as Head of AXA Group Partnerships and Strategic Client Management for AXA XL ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

ZimaOS Client is a powerful desktop application for Linux and macOS that provides seamless connectivity to your ZimaOS devices. Connect to your personal cloud storage, access Docker applications, and ...

Transmit represents the professional file transfer solution for managing remote servers and cloud storage, offering comprehensive protocol support and intuitive file management across both macOS and ...

In today's hyper-connected marketplace, a strong brand is more than a logo or color scheme—it's the core of how a business presents itself and connects with its audience. Successful brands are built ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

Six months ago, the S&P 500 had dropped 19% from its early-year highs, the Nasdaq was down more than 25%, and investors were concerned that stock prices were entering a sustained free-fall. The stocks ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...

The intake process is your first opportunity to protect time, resources, and professional integrity. If the intake process is not done properly, it can lead to mismatched expectations, unpaid invoices ...

Louise S. Dunn, a former practice manager, is a speaker, writer and founder of Snowgoose Veterinary Management Consulting, which provides technical assistance to practice teams to meet their strategic ...

September 08, 2025 - There's little debate that AI is saving time spent on routine legal tasks — a lot of it. One study notes results from pilot projects show associate time spent on a complaint ...