Plowing the driveways of elderly neighbors after a snowstorm; volunteering at a homeless shelter; serving people food; mentoring a recovering drug addict; coaching a youth basketball league; hosting a men's support group; cutting up and clearing...
In 1993, in his mid-30s and with a growing advisory practice, John P. Hyland began looking for a local non-profit toward which he could devote some time. He chose the New Jersey chapter of the Leukemia & Lymphoma Society, a cause that was dear to...
UBS Wealth Management Americas has added Michael Russell, Sean Russell and Philip Giammarino to its Port Jefferson, N.Y., office. The three join from Wells Fargo and will report to Robert Limmer, complex director. Amy Whittington has joined JHS...
Financial advisor David Rae started riding in the AIDS Life/Cycle race just four years ago, and he has since gotten heavily involved in recruiting and fund-raising for the event. The seven-day race, which raised $11 million last year for Los...
If you are not talking to your client about retirement planning, someone else probably is and stands a good chance of garnering those assets, according to The Secret Knock: Unlocking the Retirement Opportunity, a recent report by Pershing LLC and...
Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns. During the first quarter, $12.2 billion went into global flexible funds, compared to $8.9 billion in the fourth...
Inside Dope: A group of health-care-related hedge funds affiliated with FrontPoint Partners LLC agreed to pay $33 million to settle Securities and Exchange Commission charges that their former portfolio manager improperly traded on inside...
Postponed income tax rate increases and deduction limits, a moratorium on phase-outs of exemptions, lower estate and gift tax rates coupled with higher exemption levels and other changes are acting as catalysts for prudent planning between now and...
