On 4 December 2025, the European Commission published proposals for the further development of capital market integration and supervision within the European Union. The proposals include, among other ...

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The founder of L’Renee & Associates (LRA), LaToshia Norwood, remembers when her usually soft-spoken husband gave her an unusual pep talk. Freshly laid off from her six-figure project management job, ...

More than half of wealth management apps now offer AI-powered virtual assistants, but advanced requests still need human help If you're managing investments through a mobile app or website, the ...

"Ultimately, the client sets the destination," ethics attorney Ellen Brotman said. "The lawyer sets how we get there." According to the American Bar Association, when an attorney is seeking to exit a ...

BOSTON, October 20, 2025--(BUSINESS WIRE)--Wellington Management today announced that Steve Klar, President, Managing Partner, and Head of the Client Platform, will retire in June 2026 after a ...

What Goes Into Meaningful Client Conversations Take Client Engagement From Static to Stunning With Direct Advisory Suite How This Tool Will Strengthen Advisor-Client Relationships What Goes Into ...

NEW YORK, Oct. 15, 2025 /PRNewswire/ -- TIAA Wealth Management, a division of TIAA, today announced selection of BNY Pershing's Wove platform as the Unified Wealth solution across TIAA Wealth ...

Six months ago, the S&P 500 had dropped 19% from its early-year highs, the Nasdaq was down more than 25%, and investors were concerned that stock prices were entering a sustained free-fall. The stocks ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...

Rewind five or more years ago to look back at business laptops, and you’d likely find a pretty bland and boring device. Fast forward to 2025, and devices such as the Dell Pro 13 Premium and the rest ...