As most agents will know, some clients are wonderful and some…well, could be better. In this anonymous article one advisor ...

The UK Financial Conduct Authority (FCA) has published consultation paper CP25/36 as part of a set of publications forming a "landmark package to boost UK investment culture." The consultation sets ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

On the new Ask Us Anything podcast, editor in chief Kaitlin Petersen taps former Trade Tales guests to answer real, confidential designer questions, offering a safe space to discuss business ...

Effective personalized communication consists of active listening, tailored solutions, and availability. Feedback often highlights gaps in how legal processes are explained to clients. Use this ...

The team representing Sri Lanka at the Brown Mosten International Client Consultation Competition (“BM ICCC”) held in Glasgow, Scotland emerged Winners of the Competition following the final round ...

The US Supreme Court will hear the appeal of a Texas man who says his constitutional right to an attorney was violated when he and his lawyer were prohibited from discussing his testimony while his ...

Edward Jones, “investing significantly” to enhance its services for high-net-worth clients, announced the firm’s first private client services offering for U.S. high-net-worth clients, Edward Jones ...

Edward Jones is launching its first private client set of services designed specifically for high-net-worth clients in the United States. Edward Jones Generations will be open to select clients ...

This illustration depicts a retirement planning consultation between a financial advisor and a client. The advisor, seated on the left, is holding a document and discussing it with the client, seated ...