A number of law firms, particularly smaller ones, often retain funds to cover costs and bolster profits, adding significant revenues to some practices in recent years amid high interest rates. The ...

When a hacker impersonated a client to steal money, an advisor was faced with an expensive moral choice. It was a Monday afternoon. As the advisor sat across from me and told his story, I began to ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

The largest registered investment advisory firms provide many more services besides financial planning — to the tune of hundreds of millions of dollars per account, according to a new study. The group ...

According to this press release from the U.S. Department of Justice, a jury has convicted John O. Green, a Texas attorney apparently located in Athens, Texas, and Thomas Selgas, his client and ...

Police have also sent file to PPS as part of separate probe to establish if there was wrongdoing circumstances which led to ...

When clients use the Advantage Account, advisors can see benefits, too. For example, with appropriate client consent, ...

The Client Experience team supports the sales team with the goal of campaign performance, client satisfaction and revenue generation, retention and growth. The Client Experience Account Manager is the ...