Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...

Experienced financial advisors know that every client’s communication preferences are a little different. Some like in-person meetings or phone calls and loathe Zoom. Others are most comfortable ...

The excitement (or hype, depending on whom you ask) over generative artificial intelligence shows no signs of abating soon—and neither do the related concerns of investors. Although generative AI’s ...

Over the years, research has consistently shown the value of communicating with clients. Not only does frequent communication help your clients get to know you better, but it can also result in ...

For a moment, think about your favorite restaurant. If you frequent the location often, the waitstaff may know your name, your favorite dish and where you like to sit. All of these elements create an ...

It’s a fascinating time to work in the investment industry. With expanding global markets and cutting-edge innovations in fields such as artificial intelligence and renewable energy, investment ...

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 ...

After the National Association of Realtors settlement changed how commission is paid, there was some fear among agents that buyers and sellers might forgo their services in favor of handling the ...

This article covers when attorney-client privilege in New York protects communications. Privilege generally lasts if disclosures are necessary for legal advice, such as to employees or professionals.