In wealth management, keeping a client is usually far more cost effective than finding a new one. That is why good advisors are attentive to signs that those they serve might be drifting away. For ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

RALEIGH, N.C.--(BUSINESS WIRE)--Digital.ai, provider of the only AI-powered software delivery platform for the enterprise, today released its 18th annual State of Agile Report, the world’s ...

On October 3, 2025, the U.S. Court of Appeals for the Sixth Circuit reaffirmed that the attorney-client privilege and work-product protections cover documents and communications concerning corporate ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

Work Product Considerations When Returning a Client File The bigger question can be what to do with work product inside the client file. These attorney-generated documents like notes or memoranda ...

The intake process is your first opportunity to protect time, resources, and professional integrity. If the intake process is not done properly, it can lead to mismatched expectations, unpaid invoices ...

Medical device design and development is a process that helps to ensure devices that go to market are safe, effective, marketable, and profitable. The process is a blueprint of the phases needed to ...

Larry Ellison built the world's second-largest fortune by holding on to his Oracle shares over nearly five decades of ups and downs. At the same time, he's spent billions to fund his philanthropy, ...

Internal investigations have become a relatively normal part of doing business, but that does not mean the fruits of those investigations are discoverable even if they have a “business purpose.” The U ...