This articles discusses New York's attorney-client privilege laws. "Due to the unquestionable importance of the privilege in the representation of a client by the attorney and the maintenance of the ...

Hypori, the leading secure virtual mobile infrastructure (VMI) platform, today announced the launch of its completely redesigned Hypori client. Hypori's updated client is built on a framework that ...

April 15 (Reuters) - As people increasingly turn to artificial intelligence for advice, some U.S. lawyers are telling their clients not to treat AI chatbots like trusted confidants when their freedom ...

Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...

Clients often want a trusted family member by their side when they consult with attorneys. While understandable, doing so can carry serious risks. Under New York law, the general rule is the presence ...

First impressions can strengthen trust or create doubt. Learn how financial advisors can create a more confident and personalized client experience from the start.

Building, nurturing, and maintaining strong relationships with clients isn’t just a nice-to-have; it’s the foundation of long-term business success. Whether you're a freelancer, consultant, or part of ...

When clients engaging with a new agency share concerns they had about their former agency partners, it is important for their new account team to take note of this invaluable input. A new client may ...

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

Merrill Lynch Wealth Management added almost 4,800 net new clients in the third quarter, staying “relatively consistent” to previous periods and a satisfactory result “given the quieter summer months, ...

Your book of business is like a bathtub. Water comes in from the facet and goes out via the drain. When considering your book of clients, new clients are added, directly or indirectly, but mostly from ...