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 ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

Effective client communication is an art requiring practice, diligence and compassion. But, just as it is with a friend or partner, the right kind of communication is key to long-lasting ...

Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

In 2021, digital communication is paramount in the dialogue between wealth managers and their clients, particularly the ability to communicate with empathy and consistency across multiple digital ...

As a general matter, communications between attorneys and their clients are “privileged,” meaning they don’t have to be handed over to the other side in litigation relating to the matters covered in ...

The role of a benefits broker or agent extends well beyond providing insurance options for their employer clients. Clients rely upon agents to be consultants playing an active role as an extension of ...

This article was originally published in Westlaw Today on January 5, 2023. Republished with permission. (January 5, 2023) - Susan Combs and Richard Kiely of Holland & Hart LLP offer insights on ...

October 25, 2021 - An attorney-client relationship, like all relationships, requires communication. It is not controversial to write that lawyers are not the best communicators. Many of us may be ...

January 5, 2023 - A communication must be made for the purpose of legal advice to be protected from disclosure by the attorney-client privilege. If legal advice is not the purpose of the communication ...