Prior research indicates that audit and tax professionals' judgments are influenced by their client's preferences, both directly and indirectly (via information search). In an experiment with tax ...

A new analysis from the Center for Retirement Research at Boston College sheds light on how financial advisors shape the equity allocations of clients approaching or in retirement – and whether those ...

Understanding the need to have the proper structure, asset and people in place, how do you then connect them all in a cohesive manner and how do you approach it with a client who may not be even ...

Among respondents to YCharts Inc.’s Advisor-Client Communication Survey, which sought to understand how adviser strategies align with evolving client preferences, 26% felt the adviser for the client’s ...

EEOC has made clear that client preference is no defense to discrimination charges. "Employers may not rely on the discriminatory preferences of coworkers, customers, or clients as the basis for ...

The financial advisory industry is undergoing a significant transformation due to advancements in technology and evolving client expectations. To succeed in this changing landscape, financial advisors ...

The recent letter sent out by Morgan Stanley chief legal officer Eric Grossman asking his company's outside counsel to service its matters in-person has raised a tricky question for law firms: How ...

Sustainable Investment (SI) can be defined as the integration of Environmental, Social and Governance aspects in making an investment decision. As of 2020, sustainable assets in major financial ...

AUSTIN, Texas--(BUSINESS WIRE)--eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today kicked off Day 1 of the 2019 eMoney Summit, ...

Finding the right therapist can be one of the most important—and challenging—aspects of beginning mental health treatment. The therapeutic relationship is central to successful outcomes, yet ...

David M. White. Courtesy photo. One of the emerging great debates in the field of legal education concerns the advocate’s orientation in client counseling. The dynamic tension to be maintained is the ...