Geneva, Ill. (May 19, 2003) -- Taking on bad clients and a lack of documentation are two of the top risks facing CPAs, according to an expert in professional liability programs for accountants.

For much of the last two years, the advisory business has been obsessed with fee compression, robo-advisor platforms, custodians entering the advice space and the like. Concerns among advisors revolve ...

A critical aspect of the practice of law is managing risk. Attorneys routinely evaluate and advise clients of the risks associated with representation matters, but it is equally important for lawyers ...

Clients are the lifeblood of your business. Your customer relations will make or break you. Dan Pinnington in "Law Practice" magazine wrote "The impact of poor client selection and sloppy client ...