Are you still using email to communicate with your clients about confidential matters? If so, you might want to rethink that approach. Because when it comes to secure communication, the tide is most ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

Opinion: Clients who want to use AI to assist their defense likely will find their efforts aren't protected from disclosure ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

In 2021, digital communication is paramount in the dialogue between wealth managers and their clients, particularly the ability to communicate with empathy and consistency across multiple digital ...

Asking price is about more than merely calculating bull market-inflated multiples of revenue or earnings. If you’re the principal of a registered investment adviser, a hybrid or an advisory firm ...

As a general matter, communications between attorneys and their clients are “privileged,” meaning they don’t have to be handed over to the other side in litigation relating to the matters covered in ...

October 25, 2021 - An attorney-client relationship, like all relationships, requires communication. It is not controversial to write that lawyers are not the best communicators. Many of us may be ...