If you want to win or keep the trust of your clients, you need to demonstrate to them that you have a solid base of knowledge about the changing investment environment.
Citigroup on Monday announced that it would convert its small North American bank brokerage business completely to a fee-on-assets-based fiduciary advice system, and would stop collecting commissions on stock and fund sales. Citi says it will also...
Joseph Grano, Vietnam War Veteran, former Green Beret Special Forces officer and former CEO of UBS PaineWebber, is the consummate optimist. When his doctors told him that the injuries he sustained in Vietnam meant he would need braces on both legs...
The global financial crisis has changed the game for wealth managers, as clients battered by bad news shifted their assets to less volatile, low-margin investments, weakening performance, and cutting into asset-based fees, according to a report by...
