Search for: "Professional Account Management LLC"
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16 May 2024, 9:43 am
Investment Processes: AI is being utilized in brokerage account management and portfolio management to provide real-time insights into customer needs and trading behaviors. [read post]
10 May 2024, 2:06 pm
The settlement relates to a five-month period during which SoFi’s cash management brokerage accounts were susceptible to fraud. [read post]
9 May 2024, 2:00 pm
One targeted attorney received an email that states,”Hi, I work with MCJ ASSETS, LLC. [read post]
7 May 2024, 12:30 pm
LLC, No. 23-51 (Sup. [read post]
7 May 2024, 7:35 am
The group serves 11,000 independent brokers through the following firms, managing $500 billion in client assets. [read post]
2 May 2024, 12:35 pm
The client further alleged collusion with an accountant to convert funds, excessive fees, unsuitable investment recommendations, and failure to communicate account activity. [read post]
2 May 2024, 5:59 am
They also manage programs for owner relinquishment, special needs pets, stray intake, and volunteer opportunities. [read post]
1 May 2024, 10:16 pm
Additionally, Kabir Sethi, LPL’s managing director and chief product officer, departed from the company on March 31, 2024. [read post]
29 Apr 2024, 7:00 am
Professional Services: LA is a hub for architects, lawyers, accountants, and other professionals. [read post]
24 Apr 2024, 12:26 pm
This means that if you hire a professional manager, you’ll need to account for their salary in your budget. [read post]
22 Apr 2024, 12:55 pm
Margarita Howard and her company HX5 LLC, along with affiliated joint venture HX5 Sierra LLC, paid approximately $7.8 million. [read post]
22 Apr 2024, 5:00 am
The Case and the Decision After his appointment as City Manager for Port Huron, Michigan, James Freed expanded the use of his “public” Facebook page to post about not only personal matters but also about matters related to his public office. [read post]
22 Apr 2024, 1:35 am
Nature of business: Professional service providers (e.g. law firms, medical practices, accounting firms) often choose to form LLPs instead of LLCs, sometimes due to the appeal of shielding themselves from the liability of their other partners’ actions or because a state requires these professions to form an LLP rather than an LLC. [read post]
28 Mar 2024, 11:00 am
In February 2024, the Government Accountability Office (“GAO”) published 26 decisions, five of which were sustained. [read post]
19 Mar 2024, 8:28 am
Set it up right with guidance from experienced professionals. [read post]
12 Mar 2024, 11:53 am
Engage Professional Help Finally, one of the most effective strategies in protecting your assets is to engage the services of professionals. [read post]
4 Mar 2024, 4:00 am
White House Post Productions, LLC, C.A. [read post]
21 Feb 2024, 7:45 am
The White Law Group, LLC is a national securities fraud, securities arbitration, investor protection, and securities regulation/compliance law firm dedicated to helping investors in claims in all 50 states against their financial professional or brokerage firm. [read post]
20 Feb 2024, 10:02 am
The Proposed Arrangement would not be protected by the safe harbor for personal services and management contracts and outcomes-based payment arrangements. [read post]
8 Feb 2024, 3:30 am
It’s important for managers to embrace accountability for the health of their teams and understand that managing people is about not just the work they do but also how they feel. [read post]
