Q: My independent firm told me that I am responsible for reporting “complaints” I get from my clients to the firm's compliance officer. Not surprisingly, since Labor Day, I've had more clients ...

Landmark Report Based on Actual Client Outcomes to Show How Debt Resolution Can Save Consumers Thousands Compared with Consolidation Loans, Credit Counseling and Minimum Payments Believed to be the ...

Envestnet's Third Tech Release of 2026 Expands Report Studio, Streamlines the Client Portal, and Connects Tamarac Trading Data Directly into Tamarac CRM BERWYN, Pa., Sept. 15, 2026 /PRNewswire/ -- ...

The team at AI notetaker and meeting automation platform Jump has analyzed a veritable mountain of unstructured data from over 12,000 advisor-client meetings to develop its inaugural 2026 Financial ...

Millions of small companies this year have a limited time to report information on their "beneficial" owners as part of efforts of the federal Corporate Transparency Act via the U.S. Treasury's ...

MANALAPAN, N.J., Jan. 26, 2026 (GLOBE NEWSWIRE) -- Navicore Solutions, a nonprofit credit counseling organization, announced today that 90% of clients report the process of enrolling in a Navicore ...

Key elements for clinical documentation integrity (CDI) customer satisfaction include strong health IT vendor relationships and flexible reporting capabilities, according to a KLAS report. The report ...

SALT LAKE CITY--(BUSINESS WIRE)--Suralink, the leading client collaboration platform for accountants, today released its Inside the Client Experience report, an industry study examining how clients ...