Fidelity and Charles Schwab, which hold the most IRA assets, said clients can name different heirs for different accounts of the same type.
Fidelity and Charles Schwab (nasdaq: SCHW - news - people ), which hold the most IRA assets, said clients can name different heirs for different accounts of the same type.
But they must be doing a good job, considering all their brand-name clients, and considering Mr. Moazed was featured on the cover of Greenwich magazine's "Power" issue alongside Connecticut neighbors Peter Grauer, who is chairman of Bloomberg, Lara Spencer of "Good Morning America, " and the Yankees' Mark Teixeira.
That meant brokerages holding the shares for clients in "street name" would have to submit lists to Pegasus' transfer agent to match up their clients with the shares they had on record.
While driving cost leadership as a discipline, we were also taking profits and cash and plowing it back in the company, all in the name of growth for the clients.
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Since the application calls for the name of the trust, clients will need to settle upon that in advance, or have their lawyers apply for dummy numbers, and notify the IRS later that the trust creator, trustee and name of the trust was changed at the last minute.
On July 1, the U.S. government filed a so-called "John Doe" summons with UBS to name their U.S. clients.
Protege Partners' chief financial officer, Daniel Federmann, whose name appears on the email to Protege clients, and other representatives of the firm didn't respond to requests for comment.
Some pundits and journalists, even a public company CFO, were quick to criticize the audit industry and its regulators for not pushing hard enough for proposals that name the audit engagement partner for public clients.
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In 1957, when he was still attending university, Charles B suffered the first in a series of black depressions so debilitating that he asked that his name be withheld, so as not to alarm his clients (he is an American in a profession that requires intimacy and trust).
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And third partiers such as clients, funders or insurers need to avoid requiring people to do things in the name of 'elf 'n' safety' which are not actually required by the law.
Every day, I have to introduce myself to new clients, judges and other attorneys and actually think of how I can say my own name so that it might sound less foreign, less threatening.
Caterers who create a name for themselves in the U.S. industry can earn a trusted reputation and follow clients to overseas events.
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This is possible because, as the name of the firm conveys, the principals of the firm are able to deliver solutions to their clients.
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Court documents don't identify the company by name, but it is widely believed to be Solow Realty, once one of Dreier's biggest clients.
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