A newly proposed AICPA ethics rule would clarify that certain reviews of a tax practice are included in the exceptions to the AICPA Professional Standards prohibition on disclosing confidential client ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

Amrita M. Narine and Reshma Shah write: Until the courts adopt a single approach toward border searches of electronic devices, attorneys need to be even more careful when crossing the border with ...

Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

Criminal defence attorneys are bound by a duty of confidentiality not to discuss your case and personal information with others. However, while all privileged communications with your lawyer are ...

I have spent the past decade in a client-facing role in financial services and have developed a deep understanding of not only why it's important to build a strong relationship with your clients, but ...

Confidential data in computers and information systems, including those used by attorneys and law firms, faces greater security threats today than ever before. And, they continue to grow! They take a ...