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 ...

Increasingly, clients of CPA firms impose confidentiality agreements as a precondition to engaging the firm to perform professional services. These may appear in the form of a separate nondisclosure ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

New Jersey's Rules of Professional Conduct provide that a lawyer "shall not" reveal information "relating to representation of a client," subject to certain enumerated exceptions. RPC 1.6(a).

Customers rely on brokerages, advisors, accountants and even insurance agents to keep their information safe, secure and confidential. Well before the stay-at-home mandates of the pandemic, state ...

ZwillGen's Andrew Eichen examines how workplace email and social media precedents might guide judges facing novel legal ...

Counsel’s use of generative AI (GenAI) may risk waiver of the attorney-client privilege and work product protection, and ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Deepening client relationships requires that an advisor keep an open mind, ...

Bank staffers are selling client data in back-door deals with online fraudsters — helping to facilitate sophisticated scams that target the live savings of Americans, according to a report. These bank ...