House Representative Spencer Bachus (R, Ala.), who’s responsible for the controversial SRO (self-regulatory organization) bill introduced this year, is out as chairman of the House Financial Services Committee, but it doesn’t mean the SRO issu...
The regulatory organization will consider whether advisors should be required to disclose recruitment compensation packages to clients when they change firms.
Rauschenberg eagle lands tax free
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...
