Mootness and Ethics: Meeting the Client’s Objectives While mootness may occur in many civil and criminal contexts, this article focuses largely on its application in Family Court appeals—a frequent ...

With a career stretching back to the halcyon days of the ‘80s, Caryn Zweig knows what it means to invest ethically and invest well. From her start working for Bear Stearns on the floor of the American ...

Selecting an ESG data provider that prioritises integrity, transparency, and quality is essential for navigating complex regulations and client preferences. Over the last few years, environmental, ...

The artifacts of intentional culture guide our client relationships and are the foundation of building an ever-growing book of business—even in challenging times. The Fast Company Executive Board is a ...

“The goal is to design a model that provides incentives to meet client objectives, without windfalls for either side,” said David Rueff, chief client solutions group officer at Baker Donelson. For ...

Fixed indexed annuities have become popular financial solutions for advisors to address client goals of safe investment returns and lifetime income. FIAs offer owners the ability to earn higher yields ...

Every company likes to believe it puts clients first. But there’s often a wide gap between intention and reality. The reality is, to be client-first is to live and breathe the goals that matter most ...

An effective client interview is an essential part of the client-advisor relationship. Top financial advisors recognize that, beyond the need to capture financial data about new or existing clients, ...

How a marketing client evolves over time will directly impact the effectiveness of the strategies its agency partners develop. If agencies don’t keep up with how clients are changing, the campaigns ...