Client account reviews provide an opportunity for a business professional to assess the current state of his customer's financial status, changes in goals and any other relevant information. Because ...

Client account statements are about to get a makeover as firms redesign their statements and reports to meet new regulatory requirements under the second phase of the client relationship model (CRM2).

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...

(July 2006) The recent turbulence in the markets will no doubt have clients concerned about their portfolios. With statement time quickly approaching this is an excellent opportunity to remind clients ...