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Still, Mr. Evensky noted that it could help to work with a financial adviser who kept client money with a third party like Charles Schwab or Fidelity.
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At first, contact lists and other info were even kept client-side, making it an early success of peer-to-peer as well as messaging.
For most of my three decades in financial planning here, I've kept politics out of my business and kept clients focused on the bottom line.
Nearly all (90%) of the health facilities kept clients' records in a secured area.
The only significant barrier that kept clients from connecting to care was transportation (r = -.16, p <.003).
"I wonder how many are talking and how many of the sources were stupid enough to keep client lists".
Mr. Giddens raised the notion of holding directors and senior officers of the company liable for ensuring that proper controls are in place to keep client money safeguarded.
In order to preserve generality, we keep client and WiMAX SU entities separated.
How do you keep clients out of the public eye?
Commodities firms are required to keep clients' money separate from the firm's capital.
Some lenders make larger and riskier loans to keep clients from moving to a competitor.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com