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 ...

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 ...

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 ...

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 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 ...

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 ...

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 ...