Tag Results

  • The drivers of increased matter mobility

    Firms can no longer expect clients to stay long term, and so should be ready to transfer clients out and onboard new ones continually. Simultaneously, the war for talent is hotting up.

    Thursday, 10 November 2022
  • The pitfalls of data retention

    A big mistake a lot of law firms are making now is that they’re not paying as much attention as they should to getting rid of data. We know that invariably lawyers want to hold on to everything forever. But in today’s climate that’s just not wise, for several reasons.

    Wednesday, 5 October 2022

Blog


From templates to culture change: Lessons from the SRA on source of funds

The SRA’s new thematic review into source of funds and wealth reveals both progress and persistent blind spots, with source-of-funds checks too often thought of as a procedural hurdle.


Change in regulator shouldn’t make AML less of a priority

While SRA fines for AML have been climbing, many in the profession aren’t confident they will get any relief from the FCA, a body used to dealing with a highly regulated industry.


There are 17 million wills waiting to be written

The main reason cited by people who do not have a will was a lack of awareness as to how to arrange one. As a professional community, we seem to be failing to get our message across.