A number of law firms, particularly smaller ones, often retain funds to cover costs and bolster profits, adding significant revenues to some practices in recent years amid high interest rates. The ...
The largest registered investment advisory firms provide many more services besides financial planning — to the tune of hundreds of millions of dollars per account, according to a new study. The group ...
When a hacker impersonated a client to steal money, an advisor was faced with an expensive moral choice. It was a Monday afternoon. As the advisor sat across from me and told his story, I began to ...
The Law Society immediately criticised the plan, saying it would put high street law firms at risk and force legal fees to ...
According to this press release from the U.S. Department of Justice, a jury has convicted John O. Green, a Texas attorney apparently located in Athens, Texas, and Thomas Selgas, his client and ...
The Client Experience team supports the sales team with the goal of campaign performance, client satisfaction and revenue generation, retention and growth. The Client Experience Account Manager is the ...
Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...
The U.K. Solicitors Disciplinary Tribunal (SDT) has fined Mishcon de Reya £25,000, with costs of £32,500, for misconduct relating to alleged client account failures. The firm was referred to the SDT ...