The letter of engagement is beneficial to both client and advisor on many levels. For one thing, it acts as a form of insurance, whereby each side knows what the other's roles and responsibilities ...

A lawyer’s letter to a client, whether or not it expresses an important opinion, must fit within the mission behind the retainer. Rarely does a client want simply a yes or no opinion, followed by a ...

The client letter is designed to help advisors deliver personalized advice at scale. From within any client’s strategy, advisors can open the client letter builder, select a template, and create ...

Q: A friend asked me to review his cover letter for a job he really wants. The letter mentions he has an extensive client contact list that he could bring to the new firm from his old firm. That ...

LOS ANGELES, February 25, 2025--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced ...