An account executive is a manager who is primarily responsible for a corporate account, whether for an individual or a corporate client.

At its peak, Burleson & Company claimed more than 200 clients and about $450 million in assets under management, according to the SEC. Burleson himself had nearly two decades in the business as a ...

Practice management Record-Keeping After Client Accounts Transfer By Alan J. Foxman November 01, 2012, 1:00 a.m. EDT 4 Min Read ...

Formal Opinion 513 of the ABA Standing Committee on Ethics and Professional Responsibility addresses an issue that has ...

“What’s more, without a client account, agents cannot obtain or maintain inclusion under a Government-approved CMP scheme – ...

The Council for Licensed Conveyancers has issued its first approval for a law firm to use a third-party managed account for ...

Bitbuy has acquired the 17,000+ registered client accounts of Bitvo, that have generated over $235 million in trading volume, and over $1.5 million in net revenue during the past twelve-months.

Reposition clients’ defined contribution accounts based on their goals, retirement horizon and real risk tolerance, and in alignment with their larger financial portfolio.

For July 2025, Charles Schwab SCHW recorded an increase in client assets. Total client assets at month end were $10.96 ...

CPAs often have clients with an interest in or signature authority over a foreign account. The IRS has emphasized compliance in reporting requirements for U.S. owners of foreign accounts, but many ...