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Fidelity and Charles Schwab, which hold the most IRA assets, said clients can name different heirs for different accounts of the same type.
FORBES: Is it time to move your IRA?
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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.
FORBES: Is it time to move your IRA?
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Aware of this, a small number of Western female bankers now travel regularly to the Gulf to hold meetings with female clients.
ECONOMIST: Finance in the Middle East
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Since I grew up loving college basketball, I'm here to help you understand what's going on so that you can bluff your way through a meeting with American clients or hold your own in the hotel bar, at least for a few minutes.
CNN: Coming to the U.S.? Look out for March Madness
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It amazes me the number of business proposals my organization submitted in the past year, that were put on hold, though our clients had eagerly requested them.
FORBES: 4 Reasons Rejection Shouldn't Be Taken Personally
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Atlantic Equities analyst James Cordwell says he is advising clients to hold on to Apple shares until more information emerges from the earnings call tomorrow.
FORBES: Steve Jobs Taking Medical Leave Of Absence, Shares Drop
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The Commodities Futures Trading Commission (CFTC) has said that financial firms trading either for themselves or for their clients could hold as much as 81 percent of all contracts on the NYMEX.
FORBES: Snowy Roads Aren't Putting a Damper on High Gas Prices
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Third, if you are law firm that is hiring such a former partner, better to hold their bonus checks until you know you will get to keep the billings for the clients they brought with them.
FORBES: Howrey: When The Sinking Ship Seeks The Cheese Back From The Fleeing Rats
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Private bankers say NRI clients now typically hold assets with two or three banks, compared with before the financial crisis when four to five banking relationships or more wouldn't have been unusual.
WSJ: Banks Woo Indians Living Abroad