The CFP Board has released two sample engagement letters that CFP professionals can use to help inform clients on information they are required to provide under its Code of Ethics and Standards of ...

Clients have faint understanding of what lawyers do. This is an indictment, considering how much communicating lawyers do with this captive and interested audience. In fairness, clients accept lawyers ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: We are ...

There may be times during the course of running a business when you need to send a letter to a colleague or acquaintance that is business-related but social in nature. For example, if a client ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. As straightforward as a business ...

Business letters are used to summarize meeting discussions, introduce new information and to set policies and procedures. Businesses use both postal mail and digital mail correspondence. Whenever a ...