The business side of lawyering is about revenue generation, getting paid for work done. It's also about finding and keeping loyal clients. According to Clio Legal Trends Report 2020 there are many ...

RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...

Editor's Note: This is the first installment in an occasional series called, "How It's Done: What Legal Can Learn From Other Industries." The goal of these conversations is to demonstrate how other ...

Compliance professionals serving RIAs have observed that the SEC is paying particular attention to the fees advisers charge compared to what they relate to their clients through ADV disclosures and ...

With Twitter’s controversial decision to rebrand as ‘X’ making headlines for the last couple of weeks, another piece of news went relatively unnoticed – Elon Musk is suing the social media company's ...

Regions Bank, part of Regions Financial Corp. (NYSE:RF), has launched a digital solution, powered by BILL Holdings (NYSE:BILL), to simplify payments and streamline cash-management processes for its ...

LOS ANGELES--(BUSINESS WIRE)--Boulevard (www.joinblvd.com), provider of the client experience platform purpose-built for appointment-based, self-care businesses, today announced a trio of new ...

Corporate treasurers believe their cash managers give them adequate transparency on banking fees, but overwhelmingly they want a common electronic bank billing format to help deliver greater ...