With the advent of “QE-ternity,” should you plan for the worst?
Mapping perils, possibilities and planning options post-election
The regulatory organization will consider whether advisors should be required to disclose recruitment compensation packages to clients when they change firms.
You can ask for referrals and recruit prospects. But by tracking the time spent on each relationship – sometimes down to five-minute increments – with a tight focus on efficiency, these advisors have grown their practices from the inside out.
CONFIDERI, a law firm and a multi-family office, offers to its Russian-speaking corporate and private clients all the advantages of this first-class Asian jurisdiction, a recognized world’s top financial center and a leader of the...
