Bridging Advisor-Lawyer Gap to Boost Business
How to build advisor-attorney networks that will generate referrals and benefit clients.
7 Ways Citi Squeezed Millions of Credit Card Holders, According to the CFPB
Citigroup must pay $70 million in fines, and $700 million in relief to customers, for the way it ran its credit card business.
New Hire Roundup: MarketCounsel Hires 2 to Expand Business Growth
Meanwhile, the Financial Services Roundtable welcomed Chris Feeney as president of FSR’s technology division BITS.
Ex-NFL Star Sues BofA for $20M
Dwight Freeney, a former Colts and Chargers player, accuses the bank of getting him caught up in a con game.
New Fund Takes Novel Approach to Protecting Against Stock Market Losses
New fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.
New Hire Roundup: Wilmington Trust Adds Managers, NJ Office
Meanwhile, U.S. Bank's Private Client Reserve added a trust relationship manager and a wealth management advisor in Los Angeles.
New Hire Roundup: CFTC Names Goelman Enforcement Chief
Grace Vogel joined PwC’s financial services regulatory practice, and the Hedge Fund Association named three women to leadership positions.
Merrill Grabs $300M Morgan Stanley Team
Also, an ex-Wachovia advisor joins Pitcairn, and Raymond James adds succession tools.
Are the Markets Dancing on the Deck of the Titanic?
For a quarter-century, financial markets have not known what it means to price the risk of a superpower confrontation and how it impacts the global business climate. Does the stock market reaction suggest another bubble?
Why Liquid Alts Are Good for Clients and Your Practice
Alternative mutual funds are enjoying increased acceptance in the advisor community.