Nasdaq Clearing has confirmed the launch of a direct clearing client model aimed at minimising client driven costs and increasing clearing member default protection. The exchange operator said the ...

Wealth managers are preparing to add more crypto exposure to client model portfolios in the coming year, citing recent ...

The Whole Client Model is an empirically derived profiling mechanism gleaned from the best practices of leading ultra-successful professionals. When used correctly, this process helps them gain an ...

This article first appeared on Money Marketing’s DFM Centre. The ‘agent as client’ model, where an adviser establishes themselves as the client of the discretionary fund manager is the most common ...

You’ve heard the buzz around Optum’s long range journey of becoming Great at Growth. Join us to learn about the Optimal Client Model and how this 2021 pilot is ...

Join this session to hear about how we are advancing the Optum Client Model. The team learned valuable information from the initial roll-out and are now evolving the model to simplify and enhance it.

Are you in a product business or a service business? Nearly every one of your competitors has access to the same products. This is a service business not a product business so you need to compete by ...

Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

Enhanced model introduces direct relationship between client and CCP, designed to increase cost efficiency and client protection on both sell and buy sides. Stockholm, October 17, 2017 — Nasdaq ...