Attorney-client privilege. Most people have heard of it, and most have a general idea it means. But what, exactly, is attorney-client privilege? What's its purpose? What does it cover? When does it ...

In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every time my 6'10" frame steps off an airplane, I ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

Sustainable, strategic growth in any market at any time relies on a framework resembling a three-legged stool. The legs of ...

Think about the last time someone outside your family asked how your kids or grandkids were doing — and referenced them by name. How did that make you feel? Pretty good, right? Processing Content Next ...

Even the most effective outside ­counsel can have too narrow a vision of her relationship with a general counsel. The "standard vision" is ­focused on continued maintenance of the relationship ...

Financial advisors have long struggled with a familiar problem: how to explain complex retirement rules in ways clients can actually understand. A new working paper suggests that pairing clear visual ...

As artificial intelligence (AI) becomes more prevalent in the legal sector and corporate operations, its implications for attorney-client privilege should be a rising concern for board members. AI ...

Financial advice firms are embracing data. Once simply the information you were required to hold about your clients in a back office file somewhere, today it drives business insights, supports ...

As attorneys, we strive to master the facts and be creative with the law in order to help our clients prevail in their cases. But when our client comes from a different country or speaks only a ...