Account managers have long been seen as essential. But in many cases, they’re unintentionally creating friction instead of ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

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With a background in education and a fascination with finance, Emily Batdorf writes approachable content for consumers who want to deepen their understanding of personal finance topics. She loves ...

An account manager in a technology company is an important member of the sales and marketing team. Unlike sales representatives, whose primary role is to sell to customers, account managers are ...

Business Insider's personal finance team found that the Webull Cash Management Account is a standard option for earning interest. If you compare it to the best high-yield checking accounts, you might ...

What is a cash management account? A cash management account (CMA) is a cash account often provided by brokerage firms and robo-advisors. CMAs are relatively new to the market, so their features are ...

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The Account Management Standard provides requirements around creating and maintaining user and special accounts. The primary audience for the standard is account administrators. However, there are ...

Excerpted from “SAM-Legal: Turning Key Clients Into Strategic Accounts, a Guide to Law firm Strategic Account Management” by Steve Bell and Silvia Coulter. This excerpt, from an early chapter in the ...

Cash management accounts can be a good alternative to traditional banking if you're looking for a convenient way to manage your money. These accounts combine the best of both a checking and savings ...