Preserving Confidentiality When Using AI Platforms

In this day in age, lawyers can upload documents to an AI platform and have the platform review the records and create a ...
JD Supra

When Is Client Contact Information Confidential?

Confidentiality is a key consideration in any commercial endeavour. To retain a competitive edge in the market, a business will often do its utmost to maintain the confidentiality of client ...
JD Supra

When Confidential Information Cannot Be Protected Post-Termination of Employment in Hong Kong

Not all "confidential information" can be protected post-termination of employment, as illustrated by the case of Conpak Management Consultants Limited v. Luk Wai Ting. The plaintiff company (Company) ...
WealthManagement.com

Does Your Office Sharing Arrangement Put Client Confidentiality at Risk?

A shared office or hybrid office solution creates unique challenges for practitioners to safeguard their clients’ confidentiality. A recent formal opinion, American Bar Association Formal Opinion 507 ...
Law

Publication of Information Regarding Client Matters

Two recent ethics opinions, one from the ABA Standing Committee on Ethics and Professional Responsibility (the “ABA Opinion”) and one from the New York State Bar Association Committee on Professional ...
Financial Planning

Ameriprise suit accuses LPL of 'harvesting' confidential client data

Ameriprise is upping the ante in its recruiting disputes with LPL Financial with a lawsuit filed in federal court on Tuesday. Processing Content The suit, filed in U.S. district court in Minneapolis, ...
WealthManagement.com

Ameriprise Sues LPL Over 'Widespread' Misuse of Client Information

Ameriprise Financial has filed a lawsuit against LPL Financial, accusing the broker/dealer of misusing private, confidential client information during advisor recruitment “in connection with its ...