This article covers when attorney-client privilege in New York protects communications. Privilege generally lasts if ...

In the not too distant past, matrimonial lawyers performed legal services and met with clients in their law offices. Preliminary conferences, the argument of motions and trials were held at the ...

It’s a fascinating time to work in the investment industry. With expanding global markets and cutting-edge innovations in fields such as artificial intelligence and renewable energy, investment ...

An attorney should consult with a client before communicating with the client by unencrypted e-mail. It is not necessary to obtain express consent but it is necessary to consult with the client about ...

Greensboro: “What’s the biggest reason why the affluent look for another advisor?” asked Kim on a recent conference call. “It seems that if I’m meeting with potential clients, I should have a good ...

During times of economic instability, financial advice is often in high demand. As increased inflation and the Russia-Ukraine War continue to shake financial markets, many individuals working with ...

Every lawsuit beckons the collection and production of relevant e-mail communications, paper files and other data. An essential question asked with respect to every document produced is: Will the ...

AEP is the time of year when licensed agents and brokers in the Medicare space receive the most questions from clients and prospects.

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

The professional services industry thrives on relationships. Whether you’re a financial advisor, consultant, law firm, or marketing agency, your success depends on maintaining strong client engagement ...