Most firms today have embraced effective and empowered practice management for many reasons: improved engagement and retention of their valued professionals, greater profitability, more collaboration ...

In our current financial services business landscape of rapid change and hyper-competition, practice management and business development efforts take on a whole new urgency and purpose. While ...

Efficient therapy practice management software takes much of the responsibility for accuracy and efficiency away from employees, allowing them to focus on their primary patient-related duties. The ...

There were several areas of practice management where retirement plan advisory firms excelled or made significant strides this year. Here, we take a look at five where the momentum could well continue ...

How well run is your practice? Do you know which of your clients owes you money? For what? And for how long? What’s your staff realization rate? Can it be improved? These questions and more are what a ...

During the 1990s, Physician Practice Management Companies (PPMs) and Dental Practice Management Companies (DPMs) emerged as one of the "hot" sectors to watch. At an accelerated pace, independent ...

In 2025, every company is a tech company — including health practices. Technological advancements made in the last few years, in particular, have completely transformed the way the healthcare industry ...

Q What do you see as the biggest shift in the relationship between CPAs and their clients in recent years? A I’m going to cheat and list two. The first is the transition away from “CPA as ...

Private equity (PE) remains very active in purchasing physicians' private practices, but when acquisition activity is as high as it is now, practice owners have a number of cards to play in ...

Reports about the future of artificial intelligence in financial services promise the technology will someday deliver personalized advice and account management—at scale—for plan participants. While ...