The bank’s wealth management division advises clients interested in buying art, although it does not consider the purchases as investments. Inflation, high interest rates, and political instability ...

At the end of the conversation, when everything is contractually agreed, schedule a client meeting to let them know you are serious about the relationship. 5. Break down your requests Next, set a goal ...

This blog delves into essential cybersecurity compliance services for RIAs and highlights the critical role these services play in safeguarding clients, meeting regulatory demands, and ensuring a ...

The bank's wealth management division advises clients interested in buying art, although it does not consider the purchases as investments. Inflation, high interest rates and political instability ...

Perhaps he was wanting to get Richard Serra to do a synagogue. He’d become interested in Quakers at the time, and there was a Meeting that was without any meetinghouse. The Live Oak Friends Meeting in ...

Chinese President Xi Jinping and Indian Prime Minister Narendra Modi both praised expanding relations with Russia at bilateral meetings with President Vladimir Putin on Tuesday. Putin is hosting a ...

created an agent that can manage client inquires by checking interaction history, identifying the consultant for the task and scheduling a follow-up meeting. “The idea is that Copilot (the ...

The 31-year-old’s death shocked the world when it was reported on Thursday that he had fallen off a third-floor balcony at a hotel in Argentina. He died from haemorrhaging. This was just moments ...

First impressions matter when meeting a new client for the first time. Establish credibility with these proven strategies. Starting strong with new clients is essential for lasting partnerships.

A high-profile New York art adviser faces years in prison after admitting she defrauded wealthy clients of more than $6 million to live a lavish lifestyle and pay off debts. Lisa Schiff, who ran ...

Lisa Schiff agreed to forfeit $6.4 million in prosecution deal Schiff admitted using client money on her lavish lifestyle A high-profile New York art adviser faces years in prison after admitting she ...

A Bengaluru man was recently spotted attending a virtual client meeting on his laptop during a Durga Puja pandal visit. The video has sparked chatter on social media over toxic work culture yet again, ...