Michael Bloomberg may be famous for being a media mogul and the former mayor of New York City but he started out with more ordinary beginnings In 1964 Bloomberg graduated from Johns Hopkins University with a degree in electrical engineering He then went on to earn an MBA from Harvard Business School Photo Copyright Laura Cavanaugh Getty Images
President Bloomberg Would Bring Back DOL Fiduciary Rule
Feb 18, 2020
The Democratic candidate for President also proposed a 0.1% tax on all financial transactions as part of his campaign's financial reform proposals.
UBS sign
$6 Billion Team Leaves Goldman Sachs for UBS Private Wealth Management
Feb 18, 2020
The private wealth management team is led by Denis Cleary and Gregory Devine and will maintain its offices in Boston and Los Angeles.
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Ohio Investment Advisor To Be Resentenced After Guilty Plea
Feb 18, 2020
Eric Bartoli was charged with engaging in a Ponzi scheme through the late 1990s, but federal authorities admit his prison time was double what was suggested, according to the Akron Beacon Journal.
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Dead Celebrity Podcast: Mickey Rooney, Elder Abuse and Post-Death Litigation
Feb 18, 2020
Vivian Lee Thoreen, the attorney who represented Mickey Rooney and his estate, discusses how advisors can help protect their elderly clients.
Legg Mason building
Franklin Buys Legg Mason in an Effort to Survive Passive Era
Feb 18, 2020
The $4.5 billion deal between Franklin Resources and Legg Mason will create a firm with a combined $1.5 trillion in assets.
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GRID 202 Partners Names CFP Board Director President
Feb 18, 2020
Kamila McDonnough left Rutledge Financial Partners to join GRID 202 Partners.
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UBS Has Begun Search for a Successor to CEO Sergio Ermotti
Feb 14, 2020
International wealth management co-head Iqbal Khan may not be in the running because of his relatively brief tenure at the bank.
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