Advertising and media agencies want to be more involved with development of clients’ business strategy. That is one of the key findings in this year’s survey of North American Effie Awards Final Round ...

Back in February I published the results of a social public relations survey that attempted to gauge client satisfaction levels with their current PR agencies. What showed up was dismal - and really ...

Ameritrade released the results of its registered investment advisor sentiment survey recently. The survey, which was conducted by Maritz on behalf of Ameritrade,included 501 RIAs surveyed over the ...

Altoo's 2025 client survey confirms the Altoo Wealth Platform is essential to daily operations for family offices and wealth owners. Advocacy is strong: Net Promoter Score above 50, well above SaaS ...

Key Takeaways Advisors have the added challenge of evaluating whether private investments fit client needs.It is important to ...

Utilizing the latest e-commerce technologies and creative marketing concepts, ClientBase Marketing Services (CBMS) is launching its much anticipated Client E-Survey tool at the Technology & Marketing ...

Virtually all top-tier professional service firms make the same boasts. "We have the best lawyers/engineers/architects/physicians, who went to the best schools and ...

Client surveys are an effective method to find out what clients are thinking and also give some the opportunity to vent about what displeases them. I suggest sending all of your tax clients such a ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

The WGA is reaching out to personal managers to connect them with writers who are looking for new representation. The move comes nearly five months after the guild ordered all of its members to fire ...

Adding personal financial planning (PFP) services can help a CPA firm attract and retain clients and increase its revenue, the AICPA’s recent Economic Benefit of PFP Services survey found. Almost half ...