Client account reviews provide an opportunity for a business professional to assess the current state of his customer's financial status, changes in goals and any other relevant information. Because ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

TYSONS, Va.--(BUSINESS WIRE)--DXC Technology (NYSE: DXC) today announced the appointment of Steve Turpie as vice president, client account management, in the company’s region covering UK, Ireland, ...

Who owns a client’s financial data? This question came up at a roundtable I hosted at the recent T3 Enterprise conference. The subsequent conversation demonstrated that the answer may be more ...

Last month's column detailed why financial advisors need to at least consider adding managed accounts to their practices. It also gave some insight into investor types who would benefit most from ...

Advisors like being able to manage their clients’ retirement-plan assets held at their employers’ administrators, but plan ...

MILFORD, Conn.--(BUSINESS WIRE)--PBIRx, Inc. a leader in pharmacy benefit consulting and auditing, is pleased to announce the promotion of Stacy Mathews, MBA, to Director of Account Management. Having ...

Yes, there's still around $600 million missing MF Global's customers' funds, client accounts are still frozen and now Bloomberg is reporting that the money may never get back to the customer. Former ...

When Bob Kresek first started out as a financial adviser 14 years ago, he spent a lot of time chasing down data. Information on clients' assets was spread out across a large set of data providers, and ...

(Bloomberg) -- The new staffer was supposed to help Toronto-Dominion Bank spot money laundering from an outpost in New York. She instead used her access to bank data to distribute customer details to ...

An error almost led to a Citigroup account being credited with $81tn (€77.8tn) - an amount that is about 5 times the total wealth of the UK, which was estimated at ...