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Counsel at four US law firms say forming relationships, sending legal updates and demonstrating data have helped them snag a lot of work Subscribers of Managing IP and other private practice lawyers ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Corporate counsel pay close attention to how much effort their external advisers put into understanding and effectively managing their needs, survey data of nearly 29,000 in-house professionals across ...

You just landed a huge client—congratulations. You did everything right: You have a signed contract with a clear statement of work (SOW). You even went the extra mile to make a client-facing project ...

Over 80 family office and wealth advisory executives assembled in New York City earlier this month for RayLign Advisory’s 2014 conference program entitled “Listening to the Unspoken – How Families ...

The Federal Reserve is set to meet this week to decide whether or not to lower interest rates. While markets have grown confident about the prospect of a rate cut this month, bearish sentiment among ...

Volatility is pervading markets and many advisors may have new clients or millennial investors who haven’t experienced this volatility before. A study from McKinsey showed that trust with an advisor ...