Search for: "Financial Management Service" Results 101 - 120 of 26,714
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18 Jan 2023, 2:02 pm by Michael Fausey
The New York Department of Financial Services (DFS) recently issued proposed guidance (Guidance) related to climate change that applies to New York State-regulated banking organizations, New York State-licensed branches and agencies of foreign banking organizations, and New York State-regulated mortgage ... [read post]
14 Nov 2017, 8:50 am by Len Feltoon
Countrywide has a nationwide network ready to provide all kinds of financial wellness services. [read post]
22 Jul 2010, 11:55 am by Stikeman Elliott LLP
On July 15, 2010, Quebec's financial services regulator, the Autorité des marchés financiers (the AMF), published two guidelines with respect to the investment management practices of financial institutions, including insurers, portfolio management companies controlled by an insurer, mutual insurance associations, financial services cooperatives and trust and savings companies governed by any of the following… [read post]
8 Aug 2012, 4:58 pm by Hunton & Williams LLP
Banks and nonbanks must manage these relationships carefully and can be held accountable if they break the law. [read post]
11 Mar 2011, 7:26 am by Pace Law School Library
This Government Accountability Office testimony (GAO-11-423T), dated March 10, 2011, states that "in 2009, GAO highlighted management challenges that the Forest Service faced in three key areas—wildland fire management, data on program activities and costs, and financial and performance accountability. [read post]
30 Nov 2021, 8:45 pm by Simon Lovegrove (UK)
Improve the way CMCs managing claims about all financial products and services disclose key information to consumers at the pre-contract stage, to help consumers make better-informed decisions about using CMC services. [read post]
5 Mar 2020, 1:13 pm by Daily Record Staff
UBS Financial Services Inc. announced seven financial advisers from its Baltimore and Hunt Valley offices have been named to Forbes’ 2020 list of America’s Best-In-State Wealth Advisers: Bart Gibson, senior vice president-wealth management; Sean Hagerty, senior vice president-wealth management; Kyle Harris, senior vice president-wealth management; Dale Horn, senior vice president- wealth management, Brian Doak, senior ... [read post]
15 Sep 2017, 11:16 am by Edward Miller
The UK competition regulator, the Competition and Markets Authority (CMA), will be conducting in-depth investigations of investment consultancy and fiduciary management services after the Financial Conduct Authority (FCA) initiated an investigation. [read post]
5 Jan 2015, 5:00 am by Ray Frager
PSA Insurance & Financial Services Inc., of Hunt Valley, has added Victor Traub III as a senior relationship manager to its Fiduciary Consulting Group. [read post]
2 Jan 2015, 5:00 am by Ray Frager
PSA Insurance & Financial Services Inc, of Hunt Valley, has hired David Saunders II as a senior investment consultant to its Fiduciary Consulting Group. [read post]
30 May 2022, 10:37 am by Shepherd Smith Edwards & Kantas, LLP
  Continue Reading › The post GWG Managing Broker-Dealer Emerson Equity Reports Possible Financial Woes appeared first on Investor Lawyers Blog. [read post]
29 Oct 2020, 8:00 am by Len Feltoon
  It happens when there is no budget process to a person’s financial management. [read post]
22 Feb 2018, 8:50 am by Len Feltoon
Countrywide Pre-Paid Legal Services has a financial wellness program that includes a debt management plan. [read post]
12 Jun 2016, 7:15 pm by Sabrina I. Pacifici
Burke, Jeremy and Hung, Angela and Clift, Jack and Garber, Steven and Yoong, Joanne, Impacts of Conflicts of Interest in the Financial Services Industry (February 4, 2015). [read post]
29 Jul 2008, 5:40 am
"The Financial Systems Integration Office within the General Services Administration released the Federal Financial Management Standard Business Processes [Word doc.],... [read post]
21 Jun 2014, 5:13 pm by Sabrina I. Pacifici
” Read the Secret Trade in Services Agreement (TISA) – Financial Services Annex Read the Analysis Article – Secret Trade in Services Agreement (TISA) – Financial Services Annex [read post]