News results for Client Affairs

Client Affairs
July 2, 2014

JP Morgan Chief Executive Informs Staff, Shareholders Of His Curable Cancer

The chief executive of JP Morgan, Jamie Dimon, has been diagnosed with throat cancer and will go

Client Affairs
June 13, 2014

GUEST COMMENT: Huge Divorce Payout In Recent Case Holds Up Stark Lesson

Client Affairs
June 5, 2014

Report Indicates Drop In Advisor-Client Levels Of Engagement

A new report analyzing trends in client engagement - the standard for measuring the quality of the

Client Affairs
May 12, 2014

EXPERT VIEW: Re-Thinking The Link Between Client Satisfaction, Advisor Pay

Client Affairs
February 24, 2014

INTERVIEW: Optimizing Family Wealth Decisions - New Book

Here is an interview Dr Richard Orlando, founder and CEO of Legacy Capitals, about his new book,

Client Affairs
February 4, 2014

Barclays CEO Spurns Offer Of Bonus

At the end of what has been a tough period with restructuring of areas such as wealth management,

Client Affairs
January 22, 2014

EXCLUSIVE: SunGard Says Two Heads Are Better Than One - The Advisor-Client Digital Mash-Up

James Pershing, partner, SunGard Consulting Services, and wealth management practice lead, writes

Client Affairs
January 2, 2014

Year-End Brokerage Re-Balancing Orders Did Not Cause Tech Glitch At Morgan Stanley

Morgan Stanley Wealth Management was reportedly hit with a technology issue that affected the

Client Affairs
December 20, 2013

Younger Wealth Management Clients Are More Eager To Make Referrals - Study

The age of a client and length of time he or she has been served by a private bank makes a

Client Affairs
December 18, 2013

Onboarding Specialist Appway Looks Back On Strong Growth, Eyes More Hires

Appway, the on-boarding specialist firm headquartered in Switzerland, looked back on what it said

Comment & Analysis results for Client Affairs

Client Affairs
April 13, 2011

Family Limited Partnerships - Loathed By Tax Collectors, Loved By HNW Individuals

People looking to minimize tax should consider Family Limited Partnerships now – increasingly

Client Affairs
April 5, 2005

New York Still Where The Money Is

Both the West and East coast of the US have the wealthiest ZIP codes (area codes), according to

Client Affairs
March 8, 2005

US Executives & Corporates Offered Tax Lifeline

The US Internal Revenue Service ("IRS") has unveiled a settlement initiative for executives and

Client Affairs
February 23, 2005

Baby Boomers Not About to Retire, Says Merrill

The baby boomer generation is not interested in pursing a traditional retirement of leisure but