Affinity's Cofounder, Ray Zhou, wants to bring relationship intelligence to the world because every opportunity begins with a relationship. However, the support VCs offer doesn't always add value. In ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

Forbes contributors publish independent expert analyses and insights. Chelsea writes about marketing, freelance life, and entrepreneurship. An online portfolio is crucial for freelancers looking to ...

Managing a global trademark portfolio can be a daunting task, even for an experienced trademark practitioner. There is a long list of disparate challenges that extend beyond gaining and maintaining a ...

For many companies, the best course of action when seeking to obtain worldwide patent protection is to file an International Application under the Patent Cooperation Treaty. This strategy puts off ...

A tricky balance must be struck when managing international trade mark portfolios. Keith Medansky, partner at DLA Piper, says: “You have to be very careful to make sure you have a description that ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...