UBS' Hedge Fund-Like Playbook Aims to Beat Market Mayhem
By Yakob PeterseilSwiss private bank pitches strategies akin to relative value as bearish forces grip assets unevenly
December 20, 2018
'Client-Centric' Advisors Have 93% Bigger Accounts: CerulliYet less than 30% of advisors say their firms go above and beyond in this area, Cerulli reports.
December 20, 2018
Guardian Gets Control Over Real Estate Investment Advisory FirmLowe Enterprise Investors will keep its management team and take the name Broadshore Capital Partners.
December 20, 2018
CFP Board Offers Tax Tips for Charitable ContributionsJill Schlesinger offers tips for donors who want to reap benefits beyond the pride of their good deed.
December 20, 2018
Stifel, Raymond James Grab Wirehouse Reps: Recruiting RoundupMeanwhile, LPL Financial says Athens Federal Community Bank is now using its hybrid platform.
December 20, 2018
Northwestern Mutual Forms Joint Ventures With Shopping Center ManagerThrough one joint venture, Northwestern Mutual will get an 85% interest in a $368 million portfolio.
December 20, 2018
SEC Credit Ratings Exam Report Details Compliance SnafusThe SEC found that at times, the NRSROs didn't stick to their own stated methodologies and criteria when determining ratings.
December 20, 2018
Cigna Completes Express Scripts DealThe insurer is celebrating by donating $200 million to philanthropic efforts.