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Friday, November 20, 2009
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I don't mean to sound insensitive or flip, but a few years ago, I came up with an economically and socially beneficial way to address the hunger problem in New York. I call it the PR solution.
If you think that an impressive track record is going to wow wealthy clients and persuade them to make you their primary adviser, think again.
Wealthy clients want something else that only a small ...
Dear Mr. McCann: Congratulations on taking over as head of the U.S. wealth management business at UBS.
You've probably been reading a lot about high-frequency trading lately. I'm going to explain why you and your clients have nothing to worry about.
You wouldn't know it from the way most mutual fund companies and insurers are marketing their products today, but retirement income in all its dimensions is going to be the key driver of the financial and investment business for the next two decades at least.
It seems that the sexiest webcast topic we've ever hit upon at InvestmentNews is estate taxes.
If you're in the mood for some insights on risk, let me share what I learned this morning when I spoke with Michael Markov, head of Markov Processes International LLC.
Autumn’s first chill is yet to be felt, but a stiff breeze is blowing in the direction of the $3.5 trillion money market fund business.
If I were a management consultant, I'd be getting paid big bucks for what I'm about to tell you.
It turns out that Bob Benmosche, the new head of American International Group, isn't selling the company's three independent broker-dealers.
As my wife and I — and millions of other first-wave baby boomers — begin thinking seriously about income in our post-working years (and may those working years continue for years and years to come), an idea that has been floating around in my mind for a while finally has crystallized.
Here's a way to fix the moon-sized craters in investors' retirement portfolios: adapt the government's “cash for clunkers” program to investments.
If the market decline of the past year or so has taught the investing public anything, it's that professional investment advice — whether from top Wall Street gurus, mutual fund managers or financial advisers — doesn't ensure success.
Tuesday's InvestmentNews webcast, Using Social Media to Market Your Practice, broke all our attendance records. I knew — and Davis Janowski, our technology reporter, keeps reminding me — that social networking is important for advisers, but frankly I was surprised by the overwhelming interest in the subject.
In what seems to be a strategic about-face, Wells Fargo & Co. has decided to turn the also-ran investment banking business of recently acquired Wachovia Securities (nee Prudential, Bache, A.G. Edwards, Wheat First, et. al.) into a major Wall Street powerhouse.
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