Sentences with phrase «wealth management clients get»

Not exact matches

This is why, as a professional investor who is charged with looking after my shareholders» and clients» wealth and savings, I find it distressing when corporate boards and managements get distracted from their role of maximizing shareholder value.

Equating demand among retail clients for holistic wealth management with elbows - out cross selling, Bank of America is trying to get advisors at its Merrill Lynch brokerage subsidiary to convince their clients to bank with the mothership.

In a recent report from risk management software firm, Accuity in collaboration with the Law Society, «The Challenges of AML for Law Firms 2016» (published before the new regulations came into force), law firms considered their four greatest challenges to be CDD - related, namely verifying beneficial ownership, establishing a client's source of wealth, performing ongoing due diligence and getting fee - earners to take responsibility for client CDD.

Of course, one reason Jeff is so involved is that he uses the blog to get clients for his wealth management firm, but he's very upfront and transparent about that.