The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

Strong matters can stall at the starting line, not because the legal strategy is unclear, but because clients can't mobilize ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

Consider this scenario. You’re introduced to a potential client. While you are speaking with the prospect, the individual mentions that he has certain financial accounts held in foreign financial ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

In the busy world of financial advisors, where juggling clients, meetings and administrative tasks is the norm, there’s one activity that outweighs them all: scheduling. It’s the heartbeat of an ...

The rapid evolution of digital technologies has ushered in a new era for the legal profession—one characterized by both unprecedented promise and intricate new hazards. As practitioners and clients ...

As anyone faced with discovery requests knows, one of the most important parts of producing documents is determining what documents are subject to attorney-client privilege or work product doctrine ...