Wirehouses: Seek Advice on Gender Equality From Private Banks, Krawcheck Says When women become more successful in the workforce, only good things happen, says Sallie Krawcheck, the new owner of international womens networking organization 85 Broads. She speaks with On Wall Street about how wirehouses could improve their bottom line by creating a more gender-equal environment, and suggests they model themselves after private banks.
Why Advisors Must Embrace Socially Responsible Investing Chat Reynders, chairman and CEO of Reynders, McVeigh Capital Management, an RIA with about $900 million in assets under management, speaks about why socially responsible investing is essential for advisors to better connect with younger generations, avoid liability and improve transparency with clients.
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Are smaller firms getting squeezed by competition and consolidation or are new technologies and resources changing the game? Peter McGratty of Pinnacle Advisor Solutions sees opportunities ahead for small RIAs.
“When women become more successful in the workforce, only good things happen,” says Sallie Krawcheck, the new owner of international women’s networking organization 85 Broads. She speaks with On Wall Street about how wirehouses could improve their bottom line by creating a more gender-equal environment, and suggests they model themselves after private banks.
FX Concepts LLC, the currency hedge fund founded by John Taylor in 1981, asked a bankruptcy court for permission to sell its trademark and trading models to Ruby Commodities Inc. for $7.48 million after an auction yesterday. more »
Sovereign wealth funds, which control about $6 trillion of wealth globally, are boosting investments in alternative assets like real estate and private equity to boost returns, a survey by Invesco Ltd. found. more »
Retirement: It's the main goal of most investing and the biggest worry of most clients. As a sneak peek to our upcoming September issue on the topic, we list the top 10 target-date funds for 60-year-old investors. more »
Banks and credit unions are seeing high single-digit growth from their programs. They want more and the opportunity is there, says LPLs Rob Comfort, as the industry is just beginning to tap the potential in providing investment advice. more »
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