Attentiveness and care are required to make sure that a client or attorney does not inadvertently waive a protection that was meant to be protected. By being mindful of these issues, lawyers and ...

The Relationship Clause: How to Draft, Build and Secure Unbreakable Client Relationships The modern attorney–client relationship contains an implicit clause: one that demands trust, relationship ...

Various factors drive this complexity. Some countries, such as Luxembourg, impose additional documentation standards beyond global norms. High-risk clients—including politically exposed persons (PEPs) ...

Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA‘s Professional Liability ...

Global regulatory frameworks stress the importance of incorporating clients’ financial knowledge and investing experience into the advice process, yet research exploring the complex interplay between ...

In a firm where client-centricity is everyone's job, clients don't just get great advice; they get it faster, with less friction, and in a form ...

Boosting services to better serve clients can be a smart move for financial advisors looking to expand their business — but such decisions may easily turn into blunders. Processing Content The risks ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

In the strongest client relationships, an outsider can't tell who’s the client and who’s the service provider. There’s no performative deference or careful choreography of presenting versus approving.