The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Brian McHale In my two ...

Increasingly, wealthy clients are deeming philanthropy a higher priority. Last year, our firm, Foundation Source, facilitated more than 50,000 grants for private foundation clients representing ...

High-value clients are vital for long-term business success. These clients typically generate consistent revenue, become dedicated brand advocates, and have a high lifetime value.

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...