The NY City Bar’s Ethics Committee warns that AI tools make it easy for lawyers and clients to record, transcribe, and ...

Raymond James Financial recently released its November 2025 operating data, highlighting a 10% year-over-year increase in client assets under administration to a record $1.77 trillion, driven by ...

Total client assets under management reached a record $514 billion, indicating strong growth and investor confidence. Fee-based client assets increased to a record $197 billion, demonstrating a robust ...

In a world where electronic data transfer is becoming the accepted norm, the definitions of such terms as “books of original entry” and “data set” are constantly changing. Check ledgers are being ...

Commentary When It's Time to Clean Up: Creating a Law Firm Records Disposition Program A well-designed and carefully implemented law firm records disposition program can reduce the impact of potential ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...