The Latest

  • David Erdman is a managing director at Baker Tilly Municipal Advisors after retiring from a nearly 30-year career as issuer for the state of Wisconsin.

    February 14
  • While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.

    February 14
    Harris Associates investment chief David Herro has given money to conservative U.S. think tanks that support President Trump’s efforts to roll back climate regulations, according to 2018 federal and state tax filings from Herro’s family foundation.
  • CEO Sergio Ermotti has struggled to meet key financial targets and he cut his goals again in January, the third time in three years that he’s had to reset ambitions.

    February 14
    An illuminated company logo is displayed at a UBS Group AG bank branch in Zurich, Switzerland, on Monday, Oct. 14, 2019. The spying scandal roiling Credit Suisse Group AG has also created a big headache at UBS a stone's throw away in Zurich: What to do about its star hire Iqbal Khan. Photographer: Stefan Wermuth/Bloomberg
  • The firm, like many of its European peers, has dialed back its ambitions amid negative interest rates and muted client activity.

    February 14
    Sergio Ermotti UBS CEO at Davos in black Bloomberg News
  • A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."

    February 13
    Senior clients may consider contributing to a Roth account instead of a traditional retirement account before leaving the workforce for good.
  • Arleas Upton Kea is deputy to the chairman and chief operating officer at the Federal Deposit Insurance Corp.

    February 13
    Arleas Upton Kea, Deputy to the Chairman and Chief Operating Officer at the Federal Deposit Insurance Corp.
  • Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

    February 13
    Earl Carr
    CJPA Global Advisors
  • Kate Laminack is a model risk management and validation analyst II at Regions Bank. The opinions expressed in this article are statements of the author’s opinion, are intended only for informational purposes, and are not formal opinions of, nor binding on Regions Bank, its parent company, Regions Financial Corp. and their subsidiaries, and any representation to the contrary is expressly disclaimed.

    February 13
    Kate Laminack, a model risk management and validation analyst II at Regions Bank.
  • Tessa Breslin is managing director, Americas at YSC Consulting, an independent consultancy that helps organizations understand if they have the leadership needed to achieve their future strategies. Breslin specializes in individual assessment along with development and coaching of high-potential leaders, especially women.

    February 13
    Tessa Breslin, managing director of Americas at YSC Consulting.
  • Paolo Sironi is an author on economics, finance and technology. He is elected member of IBM Industry Academy and mentors top managers on business model transformation in the digital era.

    February 13
    Paolo Sironi, author and fintech thought leader for IBM.