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When Thasunda Brown Duckett took the reins at TIAA in May 2021, she continued her run as one of the financial industry's most powerful and well-known African American women.
October 5
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The team at JPMorgan Chase's asset and wealth management division crunched the numbers on diversity at the end of 2021 and found that portfolio managers who are women and/or people of color manage 60% of the unit's assets.
October 5
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Tara Latini, country head of wealth and personal banking for HSBC USA, has been a key decision-maker as the bank has shifted away from the mass-market retail business in the U.S., focusing instead on "globally connected affluent and high-net-worth clients."
October 5
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Stephanie Cohen has been at Goldman Sachs for more than 23 years. She started as an analyst in 1999 and has held a series of leadership positions in mergers and acquisitions. In January 2021, she was appointed global co-head of consumer and wealth management.
October 5
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The product can bolster talent retention, appeal to customers seeking help in the current volatile markets and position Merrill to stay top-of-mind as UX-savvy younger clients begin inheriting wealth.
October 4
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Republicans are unlikely to see eye-to-eye with Biden on fixes for major social programs if they retake Congress in November.
October 4
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Two panels of experts explained why family relationships, financial literacy and trust are so important to the coveted niche of clients.
October 4
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New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.
October 4
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A dual Romanian-U.S. citizen has been fighting an IRS contention that he owes $2.7 million for failing to submit FBAR forms.
October 3
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Covid froze one of private banking's best tools — invite-only events for the children of wealthy clients. Now, they're starting to return.
October 3
