Why Clients Ignore Your Financial Reports (And What to Send Instead)
Why does the standard reporting packet fail as an advisory tool? Because business owners don’t speak the accounting language. They ... Read More
April Unveils AI Tax Platform for Wealth Management Firms
The new platform gives financial advisors a real-time view into client tax workflows, documents, and insights while enabling a more ... Read More
1 in 3 Workers Fear Job Loss in 2026 as ‘The Great Stay’ Persists
Nearly half (49%) believe the labor market will worsen, while two-thirds (65%) say they do not plan to look for ... Read More
Propense Launches 24/7 Agentic AI Client Service Partner for Professional Services Firms
Hatfield continuously monitors a partner’s book of business, surfacing timely risks, cross-selling opportunities, and meaningful milestones—such as client birthdays and ... Read More