Key Takeaways Financial advisors can use AI tools to identify compliance risks in client communications early in the drafting ...

Debra Hamilton, JD, joins Adam Christman, DVM, MBA on this episode of the Vet Blast Podcast presented by dvm360 to share ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

August 2, 2022 – Regardless of communication barriers that various client circumstances may present, lawyers owe their clients the duties of competent representation and effective communication. [i] ...

Navigating the world of professional services requires not only expertise in your field but also the ability to discern the intentions of potential clients. Assertiveness is an invaluable skill in ...

Email, mobile texting, messaging and collaboration apps, videoconferencing and cloud-based document sharing have provided benefits such as streamlined communications and enhanced accessibility, while ...

The excitement (or hype, depending on whom you ask) over generative artificial intelligence shows no signs of abating soon—and neither do the related concerns of investors. Although generative AI’s ...

Tax returns and financial statements have special and distinct looks and serve specific compliance, planning and advisory roles. However, there are many other types of deliverables, and those are what ...

Michael J. Wietrzychowski partner and Brian Clarke with Schnader Harrison Segal & Lewis.Courtesy photos The use of technology in a law office or legal department raises many ethical issues concerning ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

Creating a business that experiences long-term success through different cycles and as times change within a sector of the economy is hard enough, so ensuring that you keep your clients or customers ...

SEO is not a set-it-and-forget-it thing, even if you or some of your clients wish it were. But all parties need to stay engaged in the project from start to finish for success. That means ...