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.

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Merrill Lynch senior financial advisor Liz Angelone likes to develop deep ...

The future of advice may be more AI-powered, but the advisor-client relationship remains at the center of how firms deliver ...

Early in my CPA career, I fell into the trap many of us know too well: measuring success by email response times and completed checklists. It wasn't until a health crisis after my pregnancy that I ...

As planning fees rise and client expectations evolve, advisors need clearer ways to show value deepen relationships ...

The advisor-client relationship is critical to both parties’ financial success. Building these relationships is key, but understanding what breaks these relationships down is equally as important. In ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

What often determines whether clients return is something broader and more human: if the relationship feels reliable, ...

The onboarding period after winning a new client is critical to the relationship. Learn how using tech can streamline the onboarding process, resulting in a smooth, powerful experience.