CAS is evolving from a focus on transactions to an emphasis on advisor services — and firm's practices are evolving, too, with new skillsets, new services, new approaches to client service, and new staffing and pricing models.
Special Report
CAS is evolving from a focus on transactions to an emphasis on advisor services — and firm's practices are evolving, too, with new skillsets, new services, new approaches to client service, and new staffing and pricing models.