The attorney-client privilege may protect a communication from disclosure if five fundamental elements exist: (1) an attorney; (2) a client; (3) a communication; (4) a confidentiality that was ...

Communication is central to an insurance agency. It’s a vital part of interacting with clients and underwriters, boosting productivity and improving company processes. Communication serves a greater ...

Asking price is about more than merely calculating bull market-inflated multiples of revenue or earnings. If you’re the principal of a registered investment adviser, a hybrid or an advisory firm ...

Many businesses have a communication problem—whether by not having enough channels to engage customers or by using too many channels to maintain effective communication across all of them. In either ...

Creating a business that experiences long-term success through different cycles and as times change within a sector of the economy is hard enough, so ensuring that you keep your clients or customers ...

WebSockets is a network communication protocol that enables two-way client-server communication. WebSockets are often used for applications that require instantaneous updates, using a persistent ...

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning ...

In In re Grand Jury, No. 21-1397 (U.S. May 2, 2022), the court is struggling as to the application of the attorney-client privilege when the communication contains both legal and nonlegal advice. As ...

In the rapidly evolving world of financial advice, AI is a game-changer for my client communication Ryan Greiser is a financial advisor and the co-founder of Opulus, a firm dedicated to advising ...

As anyone faced with discovery requests knows, one of the most important parts of producing documents is determining what documents are subject to attorney-client privilege or work product doctrine ...