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Demand from clients has some advisors reconsidering sustainable investing strategies.
October 2
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“We’ve said no layoffs for this year and we’ll stick by that,” Chief Executive Officer Brian Moynihan said Thursday.
October 2
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The world’s largest debt market may not be as sleepy as it seems.
October 2 -
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Director tenures, nominations and committees are changing after an independent task force identified weaknesses.
October 1
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The discrimination case revolves around allegations of disparate treatment in the firm’s agency distribution channels.
October 1
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Jason Barg is a partner in the Philadelphia office of Lovell Minnick Partners, a private equity firm focused on investments in the financial services and technology sectors. Prior to joining LMP in 2010, Jason was a part of the Goldman Sachs’ Financial Institutions Group, where he focused on M&A and capital raising transactions for the firm’s investment banking clients. Prior to Goldman Sachs, Jason was a Senior Associate in PricewaterhouseCoopers’ Forensics group, where he conducted investigations into corporate accounting irregularities on behalf of clients. Jason received his M.B.A., with honors, from the Wharton School at the University of Pennsylvania and holds a Bachelor of Science in Accounting, with high distinction, from the Schreyer Honors College at the Pennsylvania State University.
October 1
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The firm is consolidating its broker-dealer and standalone RIA custody units into one division.
October 1
