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 ...

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.

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 ...

Bad clients destroy businesses. They haggle over prices, question every decision, and make you dread checking your inbox. Your energy tanks after every call. Your best work goes unappreciated. What if ...

Early results from an Institutional Investor study reveal that when clients choose wealth advisors, they see access to sophisticated investment products that they don’t know about as extremely ...