Tag: clients

Efficient and streamlined workflows are critical in today's technology-driven business world. Business management software is becoming more popular daily to help navigate the complexities...

Your decision to become an entrepreneur is more than just an exciting journey. Before you even plunge into it, your topmost desire is to...

Though most businesses have the same goal — to succeed. However, they’re often faced with the potential challenge of failing even before it gets...

There are few careers as lucrative and prestigious as investment banking. But what exactly is investment banking, and how do you go about getting...

What is 'Offshore Portfolio Investment Strategy - OPIS' A tax shelter product designed to create large, seemingly real losses to be used...

What is a managed futures account and how does it work A managed futures account is an investment account in which a professional money manager...

DefinitionProfessional liability insurance, also called professional indemnity insurance but more commonly known as errors & omissions in the US, is a form of liability...

DefinitionIn the investment advisory industry, a management fee is a periodic payment that is paid by an investment fund to the fund's investment adviser...

DefinitionIn finance, assets under management, sometimes called funds under management, measures the total market value of all the financial assets which a financial institution...

What is 'Raintaker' A former employee of a brokerage firm who takes high-value clientelle from his or her previous employer to his...