When people seek out the services of a lawyer, they’re not usually in the best state of mind. They have an unpleasant problem to solve, and they likely have some preconceived notions about what it’s ...

Giving season is squarely upon us, and during this time, many high-net-worth individuals look to make a meaningful impact while maximizing tax benefits—especially with nearly a third of annual giving ...

As FinTech companies, robo-advisor and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of the financial services industry, some financial advisors ...

Ideally, the attorney-client relationship begins once a signed written engagement agreement is in place, which clearly outlines the clients who will be represented and the agreed scope of legal ...

TORONTO--(BUSINESS WIRE)--Absolute Engagement, a firm transforming the way advisors engage with clients and prospects, has launched the Absolute Engagement Engine, a quantum leap forward in empowering ...

This sample job description outlines the core job qualifications and responsibilities for an Engagement Manager, including acting as the customer’s point of contact as it relates to technology and ...

For more than a decade, lawyers in New York State have been required to have an “engagement” letter signed by each client to whom they provide legal services. Other states have similar requirements or ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

TWO YEARS AGO, JENNIFER BLACK, a financial advisor in Mississauga, Ont., made an important decision. She concluded that it would be best for her practice to do more business with a smaller book: in ...