Corporate governance

Standard Life plans to return $2.3B to shareholders

The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.

Corporate governance May 29

Corporate governance May 29
JPMorgan owns part of America’s largest gun-maker. Now what?

The firm’s asset management arm, along with Franklin Templeton, supplied Remington with a $100 million loan to carry it out of the Chapter 11 process.

Corporate governance May 25

Corporate governance May 25
Fidelity is said to have fired 200 for abusing company benefits

Many of the employees who were dismissed worked in the firm’s brokerage unit, according to the allegations.

Crime and misconduct May 8

Crime and misconduct May 8
Voices Tough questions about sexual harassment in wealth management

Chelsea Emery
Editor-in-Chief Financial Planning

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.

Gender discrimination January 19

Gender discrimination January 19
Voices 4 ways to help rid wealth management of sexual harassment

Kimberly Foss
President and founder Empyrion Wealth Management

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

Gender issues January 11

Gender issues January 11
Should I … Have a client advisory board?

Regular meetings can yield honest client feedback and advice on nearly everything about your firm. But it’s not as easy as just asking a few people to join you for coffee.

Practice management Ingrid Case December 13, 2017

Practice management Ingrid Case December 13, 2017
Voices How small financial advisories can prevent sexual harassment

Carolyn McClanahan
Director of Planning Life Planning Partners

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

Gender discrimination December 12, 2017

Gender discrimination December 12, 2017
Venezuelan default divides investors: News Scan

Some fund managers specializing in distressed debt smell an opportunity.

Asset managers James Thorne November 17, 2017

Asset managers James Thorne November 17, 2017
MSCI extends review of whether to allow dual-class shares

The delay was partly prompted by BlackRock’s testimony that policymakers, not index compilers, should set corporate governance standards.

Corporate governance November 3, 2017

Corporate governance November 3, 2017
Voices How wealth management clients may hold key to boardroom diversity

April Rudin
CEO The Rudin Group

One untapped resource is appealing to investors to allocate more of their private wealth to companies with successful gender diversity programs.

Corporate governance August 17, 2017

Corporate governance August 17, 2017

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