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 ...

Attorney-client privilege (which comes from a variety of sources, depending on the state and court) and work product doctrine (which rests on court rules in most jurisdictions) can both shield ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

The Washington Post was impacted as part of a series of breaches involving a popular Oracle Corp. product, the newspaper company said on Thursday. The Post was among the organizations affected “by the ...

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 ...

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 ...

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 ...

Title: Cooley-Fanning Director of Strategic Initiatives & International Programs and Project Director for Strategic Initiatives, National Academy of Public Administration Summary: Agile government is ...

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 ...