A limited power of attorney (LPOA) allows portfolio managers to execute investment strategies for clients without constant ...

The Investment Dealers Association is proposing amendments that would update its rules regarding new client application forms. The objective of the proposed amendment is to move away from the ...

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

TORONTO, March 26, 2025 /CNW/ - RunSensible announces the launch of its next-generation Intake Forms, transforming client onboarding for law firms by offering an efficient, secure, and customizable ...

Ask the Expert is a formatted feature on phillymag.com that presents a Q&A with your chosen industry expert representing your organization. You will provide a short introduction, three questions for ...

Around Town is a formatted feature on bostonmagazine.com that let’s readers know about your event or happening and why they should attend. Do not write in first person (do not use personal pronouns ...