In my duties as a legal counsel who represents advisors, I often get asked by these very advisors why I suggest that the client signatures on the know-your-client (KYC) forms they’ve completed were ...

New e-signature feature lets clients sign legal documents directly from the Quilia app with push notifications and ...

Landing that first client feels like a major milestone. The project details are ironed out, the scope is clear, and both parties are ready to move forward. But before any work begins, there's one ...

Q: A major corporate client of our agency wants us to arrange a couple of charter flights for 200 of the clients' employees and family members, who will travel to a remote island in late 2019. We have ...