This is the 20th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Counsel must be familiar with how GenAI works and the elements of both the attorney-client privilege and work product protection to understand the risks they face when using GenAI. GenAI is a type of ...

Businesses across all industries are transforming their approach to the client experience with AI – and law practices are no exception.

Regardless of varied budgets, locations, site features, or project sizes, getting client selections on finishes and fixtures before breaking ground allows for a smoother build. Directing clients to ...

Contest judges liked the trusted contact idea. They named Angelone a Forbes | SHOOK Best Idea Winner at a recent conference. Angelone is a Forbes | SHOOK Best-in-State Wealth Advisor and a Forbes | ...

Clients are increasingly seeking out alternative fee arrangements over other billing methods, but law firms today have fallen short of meeting that demand, according to a new legal industry report.

TRIO streamlines workflows and provides the accuracy and oversight necessary to eliminate missed charges and maximize revenue. ATLANTA, Aug. 25, ...