Leslie Kramer is a writer for Institutional Investor, correspondent for CNBC, journalist for Investopedia, and managing editor for Markets Group. Your first in-person meeting with a potential client ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Risk and ...

A qualified client is a category of investors that are exempt from the provision of the Investment Advisers Act of 1940 that prohibits private investment funds from charging performance-based fees.

Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

Objections in life insurance aren't a dead end - they're an opportunity to build lifelong client relationships ...

Clients don’t always know what goes into the work they’re hiring you to do. While every business wants to provide top-notch service, some clients simply have unrealistic expectations. Whether it's an ...

When clients go bankrupt, CPAs face major liability risks. Learn how to spot red flags and help protect your firm from costly ...

Andrew Hill Investment Advisors reports that client portfolios achieved double digit gains during 2025. Review our defensive ...

A judge delayed Nick Reiner’s arraignment in the killing of his parents, Rob Reiner and Michele Singer Reiner, after his ...

Dubai is a city built on dreams, a place where countless people arrive with hope in their hearts and the belief that they can ...

Some of these women worked out of Epstein's Palm Beach mansion. At least one scheduled massages with minors that reportedly turned into sexual abuse.