One of the reasons we hear from financial advisors who hesitate or don’t participate in testimonial marketing is the fear of exposing their clients’ information, and especially concerns that clients ...

In today’s increasingly data-driven world, clients establishing private family foundations may be unknowingly exposing their personal privacy and security. While PFs remain a valuable tool for ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...

Recent revelations that several prominent tax planning solutions were leaking data to third parties have raised questions about how accountants can protect themselves and their clients in an age where ...

People trust their accountants with a lot of sensitive data, with the understanding that their private information will only be used for a specific authorized purpose. However as time goes on and data ...

While the anonymity of the meteaverse may not be long-lasting, attorneys see it as an innovative way for client recruitment. As law firms begin setting up offices in the metaverse, a surprising ...