Formal Opinion 513 of the ABA Standing Committee on Ethics and Professional Responsibility addresses an issue that has vexed—and continues to vex—lawyers, regulators and legislators both in the United ...

Discover proven methods to expand your client base through referrals, online presence, indirect promotion, and public ...

Your book of business is like a bathtub. Water comes in from the facet and goes out via the drain. When considering your book of clients, new clients are added, directly or indirectly, but mostly from ...

Building, nurturing, and maintaining strong relationships with clients isn’t just a nice-to-have; it’s the foundation of long-term business success. Whether you're a freelancer, consultant, or part of ...

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

Merrill Lynch Wealth Management added almost 4,800 net new clients in the third quarter, staying “relatively consistent” to previous periods and a satisfactory result “given the quieter summer months, ...

When a new client signs on, most agencies will rush to learn as much as possible—about the brand, its market, its goals and the people behind it. However, the smartest agencies don’t build strategies ...

Survey Methodology and Respondent Profiles Weighing Advisor and Client Perspectives on Value Alignment Client Education and Trust: Keys to Successful Onboarding Building Stronger Connections: The ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher ...

Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...

It’s every hard networking lawyer’s dream scenario—work just falls into your lap. Imagine this scenario: You're at a legal or industry conference. At the registration table a fellow attendee turns to ...