On December 22, 2025, the New York City Bar issued a formal opinion on the ethics for AI use in the recording, transcription, and summarization of conversations between attorneys and clients. The ...
The NY City Bar’s Ethics Committee warns that AI tools make it easy for lawyers and clients to record, transcribe, and summarize calls, raising ethical issues around confidentiality, privilege, and ...
On Dec. 22, 2025, the New York City Bar Association’s Professional Ethics Committee (“Committee”) issued Formal Opinion 2025-6 (“opinion”), entitled: “Ethical Issues Affecting Use of AI to Record, ...
Financial advisors have a multitude of tools available to manage portfolios, retirement planning and tax outcomes, but while portals and analytics provide important measures of success, there is ...
Conversations are the backbone of what financial professionals do with clients. So how do you make those conversations more compelling? By being mindful of substance and structure. Barrett Kemp, vice ...
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How to break the ice with a new client
Initial client conversations rarely feel natural as both sides try to get comfortable. The first few minutes can set the tone for the rest of the talk. Slow the conversation down, focus on reducing ...
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