Transitioning to fixed or project-based pricing demands a thoughtful reengineering of how firms scope, staff, and sell their ...
The registered investment advisor (RIA) industry is in the midst of a profound transformation. Over my 30+ years in wealth management, I’ve never seen change happen so quickly—or so systemically.
Clients, who would have them? I don't doubt that similar things happen in other sectors where there's a large knowledge gap between the customer and the professional, but dealing with unrealistic ...
The accounting profession has long been anchored in precision, compliance and historical reporting. But as AI-powered predictive tools become more accessible and embedded in firm workflows, client ...
The Thompson Hine survey included input from around 200 senior in-house lawyers. Survey respondents were asked about their expectations for technology, process and collaboration with outside firms. A ...
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