Successful advisors establish themselves as “sticky hubs:” the go-to resources for their clients’ financial needs, questions and concerns. To do that effectively, they must relate to clients’ mindsets ...

Annual Family Wealth Report Awards Recognize the Most Innovative and Exceptional Firms, Teams and Individuals Serving the Family Office, Family Wealth and Trusted Advisor Communities in North America ...

TAMPA, Fla.--(BUSINESS WIRE)--LeadingResponse, the leader in performance marketing for professional services, today launched a new fully online account management portal, Hub, for its clients in the ...

HUB International has launched HUB Private Client Small Business Solutions, a new insurance offering designed for high-net-worth individuals who are small business owners. The service offers ...

CHICAGO, May 9, 2025 /PRNewswire/ -- HUB Private Client, a division of HUB International focusing on insurance and risk management needs of affluent individuals, has been named the Best Insurance ...

Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that ...

Intermediary-only lender Accord Mortgages has launched a new interactive online toolkit designed to support brokers during their discussions with clients. The Client Hub features a guide through the ...

Streamlined client management: The new client hub (beta) provides a centralized view of client information, files, folders and projects—streamlining client management and simplifying day-to-day work.

A Specialized Offering Designed to Provide Consultative Guidance to Help Affluent Clients Secure Insurance Coverage for Luxury Yachts and High-Performance Watercrafts CHICAGO, Oct. 23, 2023 (HUB), a ...

Hub brings together digital capabilities with state-of-the-art collaboration technologies; will house more than 500 of Accenture’s marketing, mobility and analytics experts CHICAGO--(BUSINESS ...