All “sexual relations” with clients are forbidden under Rule 1.8(j), unless a consensual relationship existed between the attorney and the client when the attorney-client relationship commenced.

Court filings accuse Schenectady County assistant public defender of having intimate relationship with client she was ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...

Many entrepreneurs often tend to overlook the benefits of tapping into their existing customer base. Continually seeking out new clients on a continuous basis does contribute to business growth, but ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

Greensboro: “What strategies do you have for engaging the children of my clients?” asked Susan on a recent conference call. She continued with, “They’re getting older and many of them would make good ...

It’s a regular day at the office and things are going well, until you get the call—your valued client is leaving, either for another advisor, to go robo, or do it solo with passive index funds.

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...