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Sexual assaults, lurid propositions and a sex tape pack the latest filings in a class action against Goldman Sachs. But it's a boss's comment about his assistant's engagement ring two decades ago and a woman who complained an executive checked her out that have set off an especially bitter dispute in the case.
October 6 -
Understanding the nuances of how this asset class is housed is key to educating clients on the best crypto storage options. Part 3 of series.
October 6 -
Digital thieves are leveling up, preying on the emails, texts and phones of planners — and their families — in a bid to rob or extort clients.
October 5
BlackCloak -
A basic scam victimizing a client who has since been diagnosed with dementia evaded any red flags for eight years, according to the SEC.
October 5 -
Even the shortest-term debt has enticed money managers far and wide.
October 5 -
Current parents calculate the cost of having more children, so why shouldn't would-be parents do the same?
October 5 -
What would you do if you were suddenly debt-free? Millions of student borrowers are about to find out.
October 5 -
Ida Liu became head of Citi's North American private bank in 2019 and then went on to beat her projections by 12% in 2020 despite the pandemic. That helped her get a promotion last year to global head, running 50 offices across the globe and overseeing more than $500 billion in client business.
October 5 -
One of the basic assumptions of the wealth management industry is that investing professionals should be based in the same cities as their clients. Gunjan Kedia asked her team at U.S. Bancorp to challenge that belief.
October 5 -
Penny Pennington had worked for Edward Jones for some 17 years when she was named the managing partner in 2019.
October 5










