Client Affairs
October 20, 2014

StanChart Tells Thousands Of UAE Business Clients To Shut Accounts Amid US Pressure

Standard Chartered has told thousands of United Arab Emirates small and medium enterprise customers

Client Affairs
July 21, 2014

HNW Arizonans Love Hobby Investing But As Keen As US National Average - Survey

High net worth Arizonans are not quite as likely to engage in what is called hobby investing as the

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