Tension seems to be increasing between U.S. and Swiss officials who are trying to hammer out a settlement between the U.S. government and Swiss firm, UBS, regarding the names of 52,000 American clients of the firm. UBS retail financial advisors...
A story in the Financial Times teasingly suggests UBS US Wealth Management is in for a big change at the top. Marten Hoekstra, CEO of the US unit, may be ousted or get a wingman, it says.
The latest survey from the Giving USA Foundation reports that 2008 saw the largest drop in annual charitable giving in more than 50 years, yet still it remained relatively high
The average global active manager beat his benchmark over the last 10 years. So did the average fund manager in a few other style boxes. But global managers may have a better arsenal to keep the trend going.
These are the articles reviewed in "The Busy Practitioner’s Guide To Student-Edited Law Journals: Our experts assess key articles from the first half of 2008," Trusts & Estates (February 2008) at p. 49...
Beginning in July, Schwab will waive commissions on electronic equity trades and reimburse account transfer fees for its RIAs’ clients. The offer is good through the end of 2009. And for the more than 2,200 investment advisors who use Schwab...
