Marathon aims to create a centralized repository of client information ─ including details of client on-boarding, client AUM, client trading restrictions, compliance requirements and client reports ─ ...

Why consider looking for forms on the Web? Trusts and estates practitioners all have (or should have) carefully crafted office forms and drafting systems and a library full of form books and forms ...

Before conducting electronic searches for client information, engage the client in an informed consent process by informing them about the purpose of conducting the online search, why the information ...

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 ...