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process because they can secure more involvement from the client on the advisory process. ^The internal bureaucracies and communication policies within large consultancies create barriers on the relationship with the client that are prejudicial for an efficient partnership, the author writes. ^The



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CLAIRFIELD REVIEW

In the years leading up to 2017, the U.S. Department of Labor solicited comments on regulations that would require anyone giving financial advice related to retirement savings to conform with the fiduciary standard, thus acting in the client's best interest.

chrobinson clients 2017 canada advisory filetype pdf

For internal use only by correspondent firms Equity

2012 GLOBAL REPORT Home Overview Executive message Vision and values Investment in quality Locations Outlook and strategy Performance numbers Clients & insights



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2017 Macquarie Group Operational Briefing

2017 is ushering us into a “Post Truth” era where people trust their gut and others’ opinions more than they do experts. From genetic modification to gluten, from sugar

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China Going Global Investment Index 2017
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As 2017 begins, our clients continue to have faith in a bright future. As long as that momentum continues, good deals will get d one As long as that momentum continues, good deals will get d one and we’ll continue to help.

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For internal use only by correspondent firms Equity

• Risk Analysis: Our risk services identify actual and potential threats around the world and help our clients understand the implications for their organisations. • Industry Analysis: Five year forecasts, analysis of key themes and news analysis for six key industries in 60 major economies.

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2017 STC Passport Ranking Global Residence Index

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local and timely solutions to clients, have greater access to international markets and efficiently introduce new technologies to these markets. “Our company’s established global footprint provides

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Equity Research Overview: Managing Risk, Creating Value for Private Clients Janelle Nelson, Portfolio Analyst Portfolio Advisory Group RBC Wealth Management December 2011 For Important Disclosures, see slides 19-21 For internal use only by correspondent firms . Presentation Goals Become familiar with products and services provided by the Portfolio Advisory Group, and how PAG can help you grow

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DEFINING THE FUTURE OF INVESTMENT ADVICE

Consulting services are advisory in nature and are generally performed at the specific request of an engagement client. The nature and scope of the consulting engagement are subject to agreement with the engagement client. Consulting services generally involve two parties: (1) the person or group offering the advice — the internal auditor, and (2) the person or group seeking and receiving

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Spring 2017 Conduent

For example, in the M&A advisory space, the large-scale strategy, audit and consulting firms can use their brands to secure a significant portion of the market.

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C.H. Robinson CLIENT ADVISORY

Equity Research Overview: Managing Risk, Creating Value for Private Clients Janelle Nelson, Portfolio Analyst Portfolio Advisory Group RBC Wealth Management December 2011 For Important Disclosures, see slides 19-21 For internal use only by correspondent firms . Presentation Goals Become familiar with products and services provided by the Portfolio Advisory Group, and how PAG can help you grow

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February 2017 Research Report Private Equity Roundtable Q&A. 4 A leader in the software industry, Bruce has founded or owned four software companies, including the largest vertical market software company, AMI, an Inc. 500 firm rated by IDC as the fastest growing computer-related company in the world. He has served on advisory boards for Microsoft, IBM, DEC, Comdex and Apple, and as board

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