How Can Advisors Detect Lying Clients? Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
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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Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
Maria Hartwig, associate professor of psychology at the John Jay College of Criminal Justice in New York, says there is no relationship whatsoever between "giveaways," such as someone who won't look you in the eye, appears nervous, fidgets or contradicts himself, and not telling the truth.
This time last year American Banker predicted six types of deals that would predominate in 2013. We were right about some things (more mergers of equals), wrong about others (lots of tiny banks would sell), and partly correct in some cases. Here's our self-critique. more »
While the landscape for low-cost fund options for do-it-yourselfers is expanding, John Bogle, founder and retired CEO of the Vanguard Group, believes DIY product offerings are too often inappropriate for long-term investors, who are at risk of being led astray. more »
Detroit, the biggest U.S. city to file for bankruptcy, is seeking a permission to pay UBS AG and Bank of America $230 million to cancel payments on swaps that threaten the citys revenue from casino taxes. more »
UBS AG, the worlds largest wealth manager, said clients are shifting money to be managed directly by the bank or pay for advice in a reversal of previous outflows after it revamped services to boost profitability. more »
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