Its dollar-based net expansion rate stood at 103%, which suggests existing customers increased spending by 3% on the Twilio platform in the last 12 months.
4 standard practice management staffing questions and this opened up some fundamental issues for them as well as most financial advisors. #advisors #growth
Clients want better interpersonal connections with advisors and they want to see practices at least up with the times, if not ahead of the times. #advisor
Flagging office occupancy rates have municipal bond investors concerned. But US cities have more than one card to play in the revenue game. #office #bonds
This report lays out considerations for all 15 technology trends. We grouped them into five broader categories to make it easier. #tech #trends #advisors
Wells Fargo was and wanted to be the biggest residential mortgage lender in the United States. However, in January of this year, they changed their mind.
Spreads have tightened year-to-date, the potential timing and magnitude of spread widening, and sectoral trends that suggest an active approach. #markets
Tax receipts are falling, which has historically preceded economic recessions. In a recent #MacroView post, we discussed the issue. #taxes #debt #markets
While getting your first client can be a challenge, you can succeed with the right skills, a solid game plan, and a hefty dose of persistence. #advisors
