This article will discuss specific problems with AI emails, and give suggestions on how attorneys can handle these problems ...

In the busy world of financial advisors, where juggling clients, meetings and administrative tasks is the norm, there’s one activity that outweighs them all: scheduling. It’s the heartbeat of an ...

Type to search articles, cases, and authors. Press ↵ to view all results. A lawyer’s legal advice is privileged. A court cannot order the lawyer or the client to disclose it. But a lawyer’s nonlegal ...

We all know how important it is that auditors maintain their independence. But at times, understanding and applying the rules can be challenging (see the sidebar, “How Pandemic Funding Could Impact ...

When a lawyer has terminated their association with a firm, the firm is not thereafter prohibited from being adverse to a client represented by that formerly associated lawyer, and not currently ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

I had a front row seat at Microsoft to watch the first two application model transitions. Early mainframe and minicomputer systems were monolithic, with data storage, application code, and terminal ...