CONVERGE18-Preview Podcasts-Philip Winterburn, KPIs for Benchmarking
Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approximately 1,288 independent advisory firms holding over $2.4 trillion in client assets—delivers powerful insights into what’s driving growth,...more
Law firm pricing has traditionally focused on the financial side—controlling discounts, improving realization, and managing rates. But today’s legal market expects more. Clients want predictability and transparency. Lawyers...more
In the past, finance functions were heavily reliant on manual labor. This meant that finance and accounting professionals spent significant time on mundane, repetitive tasks. These tasks were time-consuming and demanded an...more