Microsoft delays the enterprise rollout of new Outlook from April 2026 to March 2027. The pushback gives businesses 12 months' lead time to prepare and for Microsoft to address feedback. Admins can ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

Your book of business is like a bathtub. Water comes in from the facet and goes out via the drain. When considering your book of clients, new clients are added, directly or indirectly, but mostly from ...

The first quarter of 2025 saw a major merger shape the landscape for new Securities and Exchange Commission audit clients, and the second quarter of the year was much the same — except that it was two ...

Called Schwab Advisor Network, the referral program for registered investment advisors who custody clients assets with Schwab has existed for more than two decades. The new client asset minimum goes ...

From 2020 through 2024, as a financial advisor, you likely fielded frequent off-the-cuff questions from clients reaching out with panicked concerns about entering the “hot” housing market. Now, the ...