Nothing prohibits an attorney from calling clients when departing a firm. An associate in my law practice is leaving the firm. He is going to send letters to firm clients and I am going to send ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Integrated directly into the Discovery Bank app, in-app calling allows ...

Schwab to RIA clients: Did you authorize this wire transfer? The Charles Schwab Corp. has begun calling clients of some registered investment advisers to verify that they have authorized wire ...