Some firms employ client relationship managers to support financial advisers and their clients. Specific duties can vary ...

When I began consulting with Jim Redpath of Redpath & Co. many years ago, we discussed my experience in the large accounts division of IBM where the focus was on strategically significant clients. At ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

“I was honestly stunned when my name was called, as I was genuinely excited just to have been nominated (a cliché, I know!). It’s an amazing personal achievement for me, having grown from an account ...

Lately, a lot of people in the business world have been talking about the transformative potential of agentic AI. When I think about one of the most human aspects of business—relationships—I see a ...

GBST has appointed former National Australia Bank and Australian Super technical specialist, Elly Grace, as its new client relationship manager and tax subject matter expert. Grace is a chartered ...

First Horizon Bank, a member of the First Horizon Corp. family of companies, has named Christopher (Chris) George as senior vice president and private client relationship manager at First Horizon. A ...