The Latest

  • Debbie Sandler is a Partner at White and Williams LLP. She has devoted her career to counseling employers with respect to employment best practices and litigation avoidance, as well as employment litigation involving such issues as workplace discrimination and harassment, wrongful discharge, wage and hour disputes, whistleblower claims, restrictive covenants and non-compete agreements.

    March 31
  • The boost in accounts has helped compensate for withdrawals by investors who need cash.

    March 31
    AUM at robo advisors 3/31/20 Betterment Vanguard Schwab
  • “We have to have a roadmap for how to deploy capital in this environment,” says the global head of alternatives for the firm’s asset management arm.

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  • Michelle F. Davis is a banking and finance reporter at Bloomberg Business.

    March 31
  • Denise Clayton Delahanty has been a partner with Accountabilty Plus LLC for four years focusing on the people side of A&A work. Prior to working for A+, she was a principal at Gallup where she helped organizations engage their employees and customers. Clayton Delahanty's management consulting over 30-plus years helps organizations align what they say to the outside with what they are set up to deliver with the inside. She holds an MBA from Cornell University.

    March 31
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  • A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.

    March 31
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  • Jim Marous is an internationally recognized financial industry strategist, speaker, author and the publisher of both the Retail Banking Strategies section of The Financial Brand and the Digital Banking Report. He works with financial institutions worldwide on using customer insight and data to drive results. This includes developing innovative, multichannel solutions for acquisition, engagement, expanding share of wallet and retention. He has helped to successfully launch new products and services as well as build and reinforce existing products and brands. Jim has presented at several SourceMedia conferences in the past, has recently spoken in London, Sydney and Slovakia on innovation in banking and is a regular contributor and recent guest host for the Breaking Banks�broadcast hosted by Brett King.He can be followed on Twitter and LinkedIn.

    March 31
    Jim Marous.
  • Christopher Whalen is chairman of Whalen Global Advisors LLC and publishes the Institutional Risk Analyst blog.

    March 30
  • Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.

    March 30
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  • Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

    March 30