Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...
Ronald C. Minkoff, a partner at Frankfurt Kurnit Klein & Selz, writes that few areas of professional responsibility law prompt as many inquiries from lawyers and clients as the seemingly simple act of ...
When a client representation ends, the client may ask for a copy of "the file" maintained by the firm. What is kept as part of the file may depend on the firm's policies and procedures. Typically, the ...
Recently, while catching up on my “pleasure” reading — the November issue of The Alabama Lawyer — during a lunch break, I came across an article from the Office of General Counsel regarding the ...
Explain the difference between a client file and a client suitability report Describe what makes a good client file Identify areas to improve file quality Explain the difference between a client file ...
When the Breach Hits the Docket: How Law Firms Should Respond When Client Files Leak to the Dark Web
When a law firm experiences a data breach, which includes both unauthorized data access as well as disclosure, the consequences extend far beyond reputational harm. Increasingly, attackers exfiltrate ...
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Financial planning licensees may have to curtail the practice of allowing authorised representatives to take both clients and client files with them when they move to new licensees. At the very least, ...
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