Salesforce Buys Stake in Hearsay, 'Doubling Down' on Financial Services
By Janet LevauxSalesforce and Hearsay team up to help firms record and track all advisor-client communications, Hearsay CEO Clara Shih tells ThinkAdvisor.
July 28, 2020
Pandemic Has Changed Advisor–Client Communications for the Long HaulMost clients who say communications with their advisors have changed want to keep those changes when the pandemic ends, Broadridge reports.
July 28, 2020
HRA Expansion Boosts Concierge Medical CareBut watch out — the proposed regulations could affect HSA eligibility for some concierge care users.
July 28, 2020
An In-Depth Look at Microsoft's Thinking on Remote WorkFor one thing, the 30-minute meeting is in, a study of the tech giant finds.
July 27, 2020
NBA Star Kyrie Irving to Give Cash to WNBA Players Sitting Out Due to PandemicCollaborating with UBS, the NBA star's plan is to offer monetary assistance and financial literacy to WNBA players.
July 27, 2020
Personalized and Frequent Contact Is What Clients Want NowUse this time to expand your footprint, excel in digital tools and have empathy toward your clients, Envestnet experts advised.
July 27, 2020
How Much Money Does It Take to Be Wealthy?Schwab asked Americans this question in January and again five months later, and it found a significant shift.
July 24, 2020
Should Clients Donate Now or Later?There are several valid reasons for either choice, and for many clients, the answer is both.