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What Are We Meeting For? The Consequences of Private Meetings with Investors
Management Teams Public Ownership Business and Shareholder Relations
2015/5/12
Executives of publicly-traded firms spend considerable time meeting privately with investors, despite regulation restricting their ability to convey material nonpublic information. Using a set of reco...
How to Have High-Impact Client Review Meetings
financial crisis financial plan financial condition
2011/8/20
The article offers information on the High-impact Client Review Meeting, a template that will guide financial planners in the conduct of a meeting review in the U.S. It says that after the 2008 global...