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 ...

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 ...

Managing multiple business transactions, assets, and bank accounts that all require escrow processing, also requires extreme organization. This element is key for any entity that needs to securely ...

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

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 ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

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 ...

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, ...

(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 ...

DiPascali testified he put false investment gains and losses in customer accounts Ponzi scheme architect decreed 17%25 annual gains plus special commissions for some big clients Madoff aide allegedly ...