Following the tragic earthquake in Haiti last month, Wall Street donated millions to the relief effort, and some firms offered to match staff donations. Citigroup pledged $2 million, JP Morgan Chase pledged $1 million...
Family teams are common in the wealth management industry and getting more so. Hiring family members can be an easy solution to finding a trustworthy partner and a successor. But there are drawbacks.
A review of 160 socially responsible mutual funds from 22 Social Investment Forum (SIF) member fund families shows that the majority of the funds outperformed the benchmarks for their categories in calendar year 2009...
Affluent investors rated Charles Schwab the number one “distributor” or brokerage firm, bumping Fidelity into second place, according to Cogent Research’s recently released 2010 Investor Brandscape...
Hedge fund manager Joel Greenblatt and online brokerage pioneer Blake Darcy recently opened an online managed account service for retail investors. Can Greenblatt's star power take asset management online?
