At Schwab Impact, Lisa Salvi discusses how advisors balance AI adoption with human talent while optimizing workflows and data for future growth ...
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 ...
Peter Weinstein, DVM, MBA, urges veterinary teams to adopt WONJI—Work On, Not Just In—by scheduling regular time away from ...
CoVet's vision is to work hand in hand with PMS providers to create a more unified and intuitive experience for veterinary teams. When the systems a clinic depends on communicate easily with one ...
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 ...
A global survey identifies actions taken by high-growth tax and accounting firms of all sizes that aren’t being taken by stagnant firms. Firms that distinguish themselves as employers of choice offer ...
AUSTIN, Texas--(BUSINESS WIRE)--SurePoint Technologies, the leading provider of innovative legal software solutions to mid-sized law firms, today announces the strategic acquisition of ZenCase, a ...
The founder of $8 billion Heritage Wealth Advisors speaks with Barron’s about AI, managing growth, and the Netflix-ification of financial advice. Merrill Lynch’s Tony Carpentieri started outside ...
People who create management theories rely upon observation and mathematics in order to construct a model for business activities. Management practice relies upon case studies and the individual ...