As financial advisors increasingly use informal communication channels such as text or social media to contact clients, legal experts have outlined best practices for avoiding liabilities and other ...

RIA mergers and acquisitions hit record-breaking deal volume last year, driving significant asset growth across the wealth management industry in the process. But once the deal is done, the real work ...

Clients can text their lawyers to double-check hearing times. Customers may message a dog breeder to find out the due date of the next litter.