Aligning client expectations with reality Clients are often seduced by alternative investments’ potential for outsized returns, but Ed Cofrancesco knows education is key. MAR 11, 2025 ...

It is an expectation, but the reality is that AI systems may not have perfect security, especially when it comes to human use of AI tools. Hence, it is essential to have an "AI use policy. " 5. More ...

Peter Kollias explains how inflation has been factored into asset allocation and client communication strategies ...

Professionals are tired of clients coming in with AI photos of what they want their hair, wedding dress or other products to look like. Washington Post reporter Tatum Hunter explains this new reality.

When reality doesn’t meet our expectations, we often feel disappointed. According to research by Davidai and Gilovich (2018), unmet expectations are one of the primary drivers of dissatisfaction ...

The session, titled “Evolving Client Expectations,” featured senior executives from Am Law 20 and Am Law 100 firms, alongside John Garippa, ...

Professionals are tired of clients coming in with AI photos of what they want their hair, wedding dress or other products to look like. Washington Post reporter Tatum Hunter explains this new reality.