The new tool is designed to help fleet managers review and approve high volumes of repairs with greater speed and consistency. The company said early results show assets spend 16% fewer hours in ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The transaction creates a multijurisdictional, high-touch fund services ...

Proxy advisory firm Egan-Jones Proxy Services has recommended that Jack in the Box shareholders withhold their votes from several directors of the company during its annual shareholders meeting Feb.

Leading automotive retail software provider recognized with top honors for customer service training and enterprise transformation CDK, the leading automotive retail software provider, today announced ...

Explore the core functions of financial advisors—from assessments to planning and guidance—to determine how they can support your financial journey Written By Written by Staff Money Writer, WSJ | Buy ...

Expanded Services Offer Growth-Minded Advisors Sophisticated Financial Planning Platforms and an Opportunity to Work Alongside a Well-Established Network of Farmers Agency Owners "We are building a ...

While financial advice doesn’t always have to be a team sport like basketball, advisors who work in teams can boast structural advantages, according to insights from Boston-based consultant Cerulli ...

Following a series of changes in its leadership last month, Schwab Advisor Services has quickly pivoted, tapping a recently returned key man to fill a void in its enterprise solutions business. Schwab ...

Dealership service departments are losing loyalty: a new report shows customers face scheduling delays, poor communication and repeat repair visits. Dealerships are losing service customers due to ...

Schwab Advisor Services is preparing for a leadership transition as Tom Bradley, chief client officer and a veteran of the RIA industry, plans to retire at the end of 2025. Bradley’s departure marks ...

Explore the types of services offered by a free financial advisor, including the trade-offs that might exist and how to evaluate these offers Written By Written by Staff Money Writer, WSJ | Buy Side ...