With the upcoming Consumer Duty placing an emphasis on client understanding and clear and concise communications, advisers must work to refine what they share with clients. The duty highlights how ...

In an age defined by rapid technological advancements and a plethora of communication channels, the sanctity of attorney-client privilege is increasingly under scrutiny. The privilege, which protects ...

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 ...