BOH spoke with designers, brand experts and creative business consultants to find out the best ways to organize your digital portfolio at every stage of your career.

Learn how to build a B2B sales pipeline, define stages, qualify opportunities, track pipeline metrics, and improve sales ...

Screening of nucleic acid synthesis orders is expanding to include short, single-stranded DNA orders in efforts to ensure potentially harmful genes and genomes cannot be synthesized by illegitimate or ...

While part one established the strategic value of defining target client profiles and building a thoughtful client segmentation model, the real transformation begins when firms put those insights into ...

This first part of a two-part series by Maggie Miller focuses on defining clients through two complementary lenses: Target Client Profiles and Client Segmentation. Law firms today operate in an ...

JPMorgan is suing a former wealth advisor it says raided client data in late-night sessions, then used it to poach accounts for a rival firm. The Wall Street giant filed suit against Thomas L. Staley, ...

Tax planning has traditionally been positioned as a premium service reserved for an advisor's wealthiest clients. This approach, however, overlooks significant opportunities to deliver tangible value ...

JPMorgan Chase is once again seeking to have the courts intervene to prevent a former advisor from allegedly breaching his employment contract by soliciting former clients after he joined LPL ...

Advisors who depart for other firms have no right to client data in books of business built using bank referrals, JPMorgan argues in a new lawsuit seeking a restraining order against a former advisor ...

Customer journey analytics software aims to help businesseses understand, optimize and personalize every step of the customer experience. By aggregating and analyzing data from touchpoints across both ...