All “sexual relations” with clients are forbidden under Rule 1.8(j), unless a consensual relationship existed between the attorney and the client when the attorney-client relationship commenced.

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

Headlines about market volatility, automation and shrinking budgets are everywhere. Clients aren’t abandoning professional services but scrutinizing every engagement for value. For example, corporate ...

Merrill Lynch senior financial advisor Liz Angelone likes to develop deep relationships with her clients. But given that her clients live in different states, and that they lead busy lives, this is ...

The future of advice may be more AI-powered, but the advisor-client relationship remains at the center of how firms deliver ...

The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...

In the legal profession where competition is fierce and clients have numerous options for outside counsel, establishing and maintaining a long-lasting relationship with clients is paramount. This not ...

The onboarding period after winning a new client is critical to the relationship. Learn how using tech can streamline the onboarding process, resulting in a smooth, powerful experience.