News results for Client Affairs

Client Affairs
13 March 2019

Managing Wealth In Personal Injury Cases

The stakes could not be higher for wealth firms managing clients in catastrophic injury cases. ...

Client Affairs
11 March 2019

How Trusted Advisors Should Address Client Cognitive Decline

The article broaches a theme that appears to be getting more visible in the world’s wealth...

Client Affairs
6 March 2019

A Walk Around Intergenerational Wealth Planning

The author takes us on a high-level tour of what considerations arise in considering transferring...

Client Affairs
27 February 2019

A Real Differentiator - Getting Client Reporting Right - JHC

In its series interviewing firms about client reporting, this news service speaks to wealth sector...

Client Affairs
19 February 2019

A Real Differentiator: Getting Client Reporting Right - Datafaction

As part of a series of comments on the importance of client reporting and trends affecting it,...

Client Affairs
18 January 2019

Investors Lose Billions From "Scrip Dividend" Offers - Practitioners

A practice relating to how dividends are paid to investors has been attacked by a law firm and...

Client Affairs
5 December 2018

Credit Suisse Ups Its Tennis Game With Laver Cup

The Swiss bank has agreed to sponsor the tournament for the next five years, supporting the wealth...

Client Affairs
8 August 2018

Cognitive Disease Awareness Must Rise Amid Aging Trend - RBC

The wealth management firm says advisors across the industry must give more focus on an issue...

Client Affairs
2 July 2018

Smart Approaches To UK Pension Transfer Advice

New freedoms to how people can use their defined benefit pension funds create opportunities for...

Client Affairs
29 September 2017

GUEST ARTICLE: "High Risk" Clients Put Into The Cold By Banks - Who Should Be Concerned?

The combined effect of a number of legislative changes over the last couple of years has been to...

Comment & Analysis results for Client Affairs