Client account reviews provide an opportunity for a business professional to assess the current state of his customer's financial status, changes in goals and any other relevant information. Because ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech ...

Client account statements are about to get a makeover as firms redesign their statements and reports to meet new regulatory requirements under the second phase of the client relationship model (CRM2).