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20 May 2011, 4:34 am
This should be a familiar line of reasoning to lawyers; most every state bar has adopted language into its regulations limiting this type of practice.Similar rules prevent lawyers from combining with accountants, social justice advocates, financial advisors and others who could help to create some interesting synergies within individual offices. [read post]
14 Nov 2016, 7:34 pm
Friends, family and other professional advisors are trustworthy sources. [read post]
22 Feb 2017, 1:56 pm
Friends, family and other professional advisors are trustworthy sources. [read post]
3 Jan 2020, 11:00 pm
This is something that you may want to look into with your financial advisor. [read post]
9 Nov 2011, 12:43 pm
So there are opportunity costs, financial costs, legal costs and reputational costs. [read post]
4 Nov 2016, 8:42 am
Friends, family and other professional advisors are trustworthy sources. [read post]
2 Sep 2016, 3:00 pm
Friends, family and other professional advisors are trustworthy sources. [read post]
24 Nov 2010, 6:00 am
In making such decision, the Independent Directors shall retain and consult with nationally recognized legal and financial advisors that have not represented and are not representing the Corporation in any other capacity. [read post]
25 Oct 2016, 8:48 am
Friends, family and other professional advisors are trustworthy sources. [read post]
4 Apr 2017, 10:00 am
Friends, family and other professional advisors are trustworthy sources. [read post]
1 Dec 2013, 2:00 am
HF Roundtable Event: Effects of QE Location: New York, NY December 6 Sponsor: FMW Event: Investment Advisor Compliance-Tier 2, Advanced Location: New York, NY December 8-10 Sponsor: Opal Event: Alternative Investing Summit Location: Laguna Niguel, CA December 8-10 Sponsor: IMN Event: Global Indexing & ETF’s Location: Scottsdale, AZ December 8-10 Sponsor: Opal Event: CLO Summit Location: Dana Point, CA December 8-10 Sponsor: Marcus Evans Event: Private Wealth Management Summit… [read post]
3 Jun 2019, 12:33 pm
Most financial advisors recommend having at least 3 to 6 months of living expenses in savings. [read post]
9 Feb 2017, 10:00 am
Friends, family and other professional advisors are trustworthy sources. [read post]
29 Nov 2008, 11:18 am
If interested, you should discuss this further with your estate planning and elder law attorney and financial advisor. [read post]
3 Jun 2016, 8:02 pm
Friends, family and other professional advisors are trustworthy sources. [read post]
20 Mar 2016, 8:59 am
” Financial advisors must ensure that the oil and gas and commodities related investments being recommended to their client is appropriate for the investor and conduct due diligence on the company before making the recommendation. [read post]
23 Nov 2010, 9:00 am
Annual Client Satisfaction Survey – find out what your clients think about the service they have received from your firm. [read post]
19 Jan 2012, 9:35 am
It also raises very serious questions for those who pay ISS for proxy advisory services. [read post]
23 Sep 2015, 7:08 am
Firms should also expect the OCIE to request other information regarding cybersecurity preparedness, including participation in information-sharing networks, such as the Financial Services Information Sharing and Analysis Center. [read post]
9 Sep 2011, 2:40 pm
Bank VP admits stealing from trust fund, annuity – by Andy Marso A former vice president of Baltimore-based Harbor Financial Services Inc. admitted he stole more than $800,000 from the trust fund of a child with cerebral palsy and the annuity of an 85-year-old dementia sufferer. [read post]
