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CHIP founder and CEO Dana Wilson originally created the platform as a directory of financial professionals of color. Now, Wilson wants to use the platform to address the racial wealth gap.
June 27
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UBS is reorganizing its global wealth management arm, pursuing aiming to bring more investment services to ultrarich clients.
June 27
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The high court ruling deals a serious blow to a system that critics contended had allowed regulators to act as proverbial judge, jury and executioner.
June 27
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UBS Group seeks to cement its position as top-five player among global limited partners by pooling private-markets offerings into one unit.
June 27
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Kathleen Biggins is the founder and president of C-Change Conversations, a nonprofit organization dedicated to promoting productive, non-partisan discussions about the science and effects of climate change. The organization, comprised of volunteers who span the political spectrum, sponsors the C-Change Conversations Primer, which invites business and community leaders to learn about climate change from a wide range of nationally-recognized scientists and business and military leaders. Kathleen also developed the C-Change Primer with input from Climate Central and the Yale Program on Climate Change Communication. Team members have presented the Primer to over 20,000 people in 32 states, and it is widely hailed as an intelligent, dispassionate introduction to and illumination of climate change. The Primer has been endorsed by business, political and social leaders and enthusiastically received by many conservative audiences across the country. Learn more at www.c-changeconversations.org
June 27
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The three influential figures' presentations at Morningstar's conference offered a primer on navigating a challenging field increasingly driven by technology.
June 27
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As more portfolios come to rely on alternative investments, expertise in sorting out good from bad opportunities is becoming more critical.
June 27
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Caroline Vahue is a content specialist who works with the
Ambassador Crawford College of Business and Entrepreneurship at Kent State.June 27
