The Frontier: For practice efficiency to live, email must die
In this installment of The Frontier, experts lament the persistence of email, which is seen as out of step with modern business needs despite its ubiquity.
Source: accountingtoday.com
Page 22 - Client Communications News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Client Communications Today - Breaking & Trending Today
The Most Important Rule for Brokers to Know is FINRA Rule 8210
The important Rules in this area is FINRA Rule 8210. This gives FINRA staff the authority to conduct OTR interviews. When a brokerage firm receives an 8210 letter, the firm or broker must respond appropriately, as failure to do so can lead to suspension and other penalties.
Source: natlawreview.com
Pantheon Appoints Eimear Palmer as Partner and Global Head of ESG
Appointment enhances Pantheon's track record of ESG leadership in private markets Eimear brings deep and specialized experience from 14 years in private equity-focused ESG roles New
Source: finanznachrichten.de
Pantheon Passes $2.4bn in Private Debt Secondaries as Flagship Fund Exceeds Target
Pantheon Senior Debt II USD (PSD II) closed on $834m, substantially in excess of the initial target of $500m With $2.4bn of capital dedicated to private debt secondaries, Pantheon is among
Source: finanznachrichten.de
Create a client service calendar to add value year round
When it comes to the frequency of client communication, there’s no magic formula.
Source: accountingtoday.com