What Is Limited Power of Attorney? Types, Key Forms, and Uses

A limited power of attorney (LPOA) allows portfolio managers to execute investment strategies for clients without constant ...
Investment Executive

IDA switching to guidelines for new client application forms

The Investment Dealers Association is proposing amendments that would update its rules regarding new client application forms. The objective of the proposed amendment is to move away from the ...
Newswire

RunSensible Transforms Legal Client Intake with Next-Gen Intake Forms

TORONTO, March 26, 2025 /CNW/ - RunSensible announces the launch of its next-generation Intake Forms, transforming client onboarding for law firms by offering an efficient, secure, and customizable ...
SCL

Attorney-Client Privilege at Risk: The Hidden Danger in Digital Intake Forms

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...
Accounting Today

CCH Debuts IntelliForms Service

CCH has introduced IntelliForms, a forms service with over 20,000 federal, state and local forms and instructions with real-time updates. Processing Content The number of forms and instructions ...
Philadelphia Mag

Client Forms: Ask the Expert

Ask the Expert is a formatted feature on phillymag.com that presents a Q&A with your chosen industry expert representing your organization. You will provide a short introduction, three questions for ...
Boston Magazine

Client Forms: Around Town

Around Town is a formatted feature on bostonmagazine.com that let’s readers know about your event or happening and why they should attend. Do not write in first person (do not use personal pronouns ...