As artificial intelligence (AI) becomes more prevalent in the legal sector and corporate operations, its implications for attorney-client privilege should be a rising concern for board members. AI ...
Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
If you want to improve your practice, the best sources of advice are your best clients. They know you, are familiar with your business, and, presumably, will want to help you. By seeking their advice, ...