Social Media Ideas for Engagement Agreements

ABA releases ethics opinion on engagement agreement provisions

The American Bar Association issues Formal Opinion 523 clarifying lawyer withdrawal rights under engagement agreements, with context on Virginia rules. The post ABA releases ethics...

The one-page pledge that forces your financial adviser to put you first

Most investors ignore this abstract legal rule — and it’s fueling a massive wave of fraud.

What’s the Duty of Loyalty in Pre-production Document Review?

What’s the Duty of Loyalty in Pre-production Document Review? by Joshua Gilliland

Cohabitation Agreements – Safeguarding Wealth Before You Move In

Learn how cohabitation agreements protect property, finances, businesses, and support rights for unmarried couples living together in Ontario.

Small Business 101- Know The Importance of Maintaining Written Contracts

If you own a business, you undoubtedly have several contractual relationships, whether these relationships have been documented in the form of an official contract or not. Informal...

Employee Ownership Doesn't Guarantee Motivation

RIA executives say economic incentives align interests and show commitment, but firms must still prioritize culture and client care to drive true engagement.

ENGAGE takeaways: 7 principles to improve CPA firm profitability

For the 10th consecutive conference, former AICPA chair Bill Pirolli shared tried-and-true keys for next-level financial success for firms.

Property management agreements: What to include and how to get them right

Every property you manage starts with a handshake, but it holds up because of a contract. A property management agreement defines your role, your fees, and your authority to act on...

Don't Sign It and Forget It: Why It's Important to Refresh Your Prenuptial Agreement

Global Mutual Separation Agreements: A Strategic Guide for Employers

Get It In Writing!

Rubin v EFP Rotenberg, LLP 2026 NY Slip Op 02803 May 5, 2026 Appellate Division, First Department is a case about reliance on an accountant and making a loan based upon that advice...

BC advisor pays $25,000 after leaving widow's home-buying plans out of her file

WFG Securities advisor filled in DSC fee disclosures only after his client had already signed

Impact of Prenuptial Agreements in High-Income Divorce

When two people with substantial assets decide to marry, a prenuptial agreement is one of the most thoughtful conversations they can have together. It is a chance to talk openly ab...

SaaS Agreements- “Market” Terms Are Not Always Safe Terms