The Law Society immediately criticised the plan, saying it would put high street law firms at risk and force legal fees to ...

Launching the consultation, Lord Chancellor David Lammy described client account interest as “unearned income”, saying that ...

Interest on Lawyers’ Client Account schemes around the world do not divert the money to general government coffers, as the ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...

The new staffer was supposed to help Toronto-Dominion Bank spot money laundering from an outpost in New York. She instead used her access to bank data to distribute customer details to a criminal ...

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services TM has introduced new enhancements to its industry-leading digital onboarding capabilities, enabling independent advisors to open and fund up ...

A Chicago-based investment advisory firm and its CEO are facing federal charges for allegedly extracting millions in unauthorized fees from hundreds of client accounts belonging to Filipino clients ...

Advisors adhering to the fiduciary standard typically gravitate toward index funds or other passive strategies such as those developed by Dimensional Fund Advisors, Vanguard and others. There's a good ...