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 ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

It’s a fascinating time to work in the investment industry. With expanding global markets and cutting-edge innovations in fields such as artificial intelligence and renewable energy, investment ...

This article covers when attorney-client privilege in New York protects communications. Privilege generally lasts if disclosures are necessary for legal advice, such as to employees or professionals.

Experienced financial advisors know that every client’s communication preferences are a little different. Some like in-person meetings or phone calls and loathe Zoom. Others are most comfortable ...

The attorney-client privilege preserves the confidentiality of communications between lawyers and their clients. As a legal entity, the University can assert the privilege. Communications may be ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...

PHILADELPHIA--(BUSINESS WIRE)--Intention.ly, a leading growth consultancy and marketing firm offering a spectrum of services for growth-focused fintech and financial services companies, today ...