From the adviser perspective, good communication isn’t just about giving clients information and keeping them informed. It’s also about boosting engagement and loyalty, maintaining positive ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

The legal industry prides itself on upholding tradition and respecting precedents, but this adherence to the past can come at a cost. While lawyer jokes have become something of a cliché, these ...

Discover how Artificial Intelligence (AI) is transforming client communication in law firms, enhancing efficiency, and improving overall experiences for clients The legal sector has traditionally been ...

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

The excitement (or hype, depending on whom you ask) over generative artificial intelligence shows no signs of abating soon—and neither do the related concerns of investors. Although generative AI’s ...

Artificial intelligence could allow advisers to deliver more tailored communications to clients and complement the Consumer Duty. This is the view of Novia chief commercial officer Barry Neilson who ...