Whether it's a one-off exercise or a regular occurrence, seeking independent feedback from clients will help identify what they truly value, says Allan Carton The challenge of delivering better value ...

It is well known that attorneys owe a duty of confidentiality to their current or former clients. But what about those prospective matters that never lead to a retention? A potential client may meet ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...