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 ...

Here's the right way to answer when asked how to describe yourself in a job interview.

In the last five years, the expert-based business world has been crowded with more of the same thing. Creating something that already exists in the market is easy and feels safe but it is exactly what ...

Financial advisors need an edge. As the industry changes, the battleground for keeping and growing a book of business is being fought on two connected fronts – providing a better wealth experience and ...

Did you freeze up the last time an interviewer opened a question with "Tell me about a time when…"? That's a behavioral interview question, and many interviewees find them tricky to handle. Job ...

Many business and individual clients rely on their CPAs to make sense of tax implications and financial strategies. Clients also turn to CPAs with questions about all kinds of financial matters, ...