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UBS 'raid' of Credit Suisse in U.S. prompts $9 million slap
PRACTICE MANAGEMENT SEP 18, 2019
UBS 'raid' of Credit Suisse in U.S. prompts $9 million slap

Arbitration panel rules UBS did raid Credit Suisse employees.

Rockefeller Capital buys wealth firm for Silicon Valley rich
RIA NEWS SEP 18, 2019
Rockefeller Capital buys wealth firm for Silicon Valley rich

Rockefeller Capital makes first multifamily office acquisition on the West Coast.

Goldman uses JPMorgan's own tactics against it in ETF battle
ETFS SEP 17, 2019
Goldman uses JPMorgan's own tactics against it in ETF battle

Its acquisition of United Capital could play into Goldman's "bring-your-own-assets" strategy to build its ETF business

The simple strategy boosting Bill Gates's fortune
RIA NEWS SEP 17, 2019
The simple strategy boosting Bill Gates's fortune

The Microsoft founder, whose wealth totals $106 billion, has $60 billion of his assets in equities.

BlackRock, Vanguard accused of opposing shareholder efforts on climate
MUTUAL FUNDS SEP 17, 2019
BlackRock, Vanguard accused of opposing shareholder efforts on climate

The two asset managers voted against at least 16 climate-related shareholder proposals on which their vote in favor would have given the measures majority support

Don't just sell to the highest bidder
PRACTICE MANAGEMENT SEP 17, 2019
Don't just sell to the highest bidder

The decision should also take into account what the sale will mean for your clients, your employees and yourself.

Wall Street pay is slipping
PRACTICE MANAGEMENT SEP 16, 2019
Wall Street pay is slipping

Goldman has seen the steepest decline in per-employee compensation since 2007 among the big banks, followed by Credit Suisse.

Oil prices see big jump after Saudi Arabia strike
RIA NEWS SEP 16, 2019
Oil prices see big jump after Saudi Arabia strike

The attacks highlight the vulnerability of the world's biggest exporter of crude oil.

Rich families pour wealth into ESG investments
ALTERNATIVES SEP 16, 2019
Rich families pour wealth into ESG investments

More family offices are poised to integrate ESG and impact as millennial heirs inherit fortunes

Millennials finally ready to invest sustainably
ALTERNATIVES SEP 13, 2019
Millennials finally ready to invest sustainably

The 41% who said they have invested in companies or funds targeting positive social and environmental outcomes is close to the 47% who said they check product packaging to ensure sustainability.