The letter of engagement for financial planning is a written, legally binding contract that outlines, in clear terms, the business relationship between the client and financial planner. It sets ...

This is Prudie Phones a Friend, a new feature where Jenée Desmond-Harris calls a few experts for their advice to a letter writer. Submit questions to Prudence here. I’m a licensed therapist ...

His clients are professionals between the ages of 30 and 90. I believe that most of them were raised during a time of proper ...

Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software ...

Learn more about the purpose and value of client care letters for architects offering advice to clients in respect of their duties under the new Building Regulations.

Many clients are also lawyers, and sometimes they want pure legal advice. That’s fine, and if presented concisely the lawyer can apply it to a problem in the business without further help.

Not sure what to do when your client pushes for direct advice? Here are some options.

RIBA client care letter templates are provided exclusively for RIBA Members to support advice to clients in respect of their duties under the CDM Regulations and new Building Regulations in England.

LOS ANGELES, February 25, 2025--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced ...