JD Supra

Client Alert: Administration’s Attempt to Freeze all Federal Financial Assistance is Stalled by Court Ruling

On January 27, 2025, the new Administration’s Office of Management and Budget (OMB) issued a Memorandum ordering a total freeze on “all federal financial assistance” that could be targeted under his ...
Accounting TodayOpinion

Two relationships that will define the next decade of client value

The reason integrated firms are being built and attracting clients is not because service bundling is a clever revenue trick.
Money Management

Praemium signs WA portfolio administration client

Praemium has signed Perth-based financial planning and investment manager, Merchant Group as its first client for a new administration service which allows financial planning practices to outsource ...
Investment Executive

RBC DS breaks through $150 billion mark in client assets under administration

RBC Dominion Securities Inc. has broken through the $150 billion mark in client assets under administration, a first in the Canadian wealth management industry, it says. “We’re very proud of this ...