Right now, advisers are not obliged to send statements to clients.
Some kinds of events are however sent to clients even if they have not specifically requested them.
This is a bad message to send to lawyers and to clients.
"In a newer way of less is more," he said, "you can send a signal to clients."
A credit note sent to clients is considered as a sales returned for accounting purposes.
One of these base32 encoded hashes will be further sent to other clients in the network.
A. The message we are sending to clients is to throw out a lot of traditional playbooks.
Working at his father's insurance company, he began sending direct mailings to clients who were new parents.
She added: "I'm not supposed to send them to clients or people in the firm.
The government is being used as a machine to send taxpayers' money to favored clients.