Industry Insights from Thomson Reuters Institute, a part of Thomson Reuters. By actively collecting client feedback, your law firm can establish a window to manage and improve client experience and ...

A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does not address long term financial planning with an ...

Interviews can be tough. No matter how much you prepare, you just can’t ever predict exactly what questions you’ll be asked. That’s why it’s always interesting to debrief with my clients after they ...

Challenging times call for collaborative measures — especially when it comes to finance. As global markets continue to adjust to the impact of the pandemic, financial advisors are fielding questions ...