We are in the holiday season, when many advisory firms send cards and gifts to all their clients. As you do so, though, remember that this is not the “most wonderful time of the year” for some of them ...

You have several ways you can approach the project. It can be a generic holiday card. It can be a Christmas card. You can skip ahead to New Years and celebrate that holiday instead. When you consider ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Along with traditional gifts and holiday cards, Duane Morris partner Jerry Maatman received one particularly thoughtful holiday present a few years ago, after decisively defeating a major corporate ...

Opinions expressed by Entrepreneur contributors are their own. The holidays provide an opportunity for entrepreneurs to reinforce their relationships with important clients. A small token of ...

According to a recently published study, Americans worth $10 million or more will spend 67 percent more this year on gifts, including jewelry, fashion and travel. With a gift limit of $100 per client ...

With the holidays now officially in full swing, what better time to reflect on those who make our workday worthwhile? Showing our appreciation to clients or business associates with an appropriate ...

Hand-delivering holiday gift baskets and other tokens of appreciation to clients used to be the norm among service providers of all kinds, but this tradition has evolved in recent years. With ...