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We have all heard that the best way to have loyal clients and get referrals is to consistently exceed your clients' expectations.
August 19
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The bank launched new proprietary ETF portfolios that it says provide exposure to global investment opportunities by leveraging the international perspective of its parent, BNP Paribas.
August 19 -
The administration's budget seeks 6 major changes related to IRAs and 401(k)s.
August 19 -
Community banks need help. Bigger banks can provide them a lifeline. But it comes with a cost: the loss of bankers who understand the local community.
August 19 -
The combination of Mercantile and Firstbank is expected to break the bank M&A logjam in Michigan. The combined company will be on the lookout for more deals, executives say.
August 19 -
Doral Financial in Puerto Rico is aiming its philanthropic work at women entrepreneurs to improve the fortunes of its community and its own.
August 19 -
Despite the controversy and repeated delays, the IRS and the Treasury Department have been moving forward slowly with implementing FATCA, including the release of a draft version of Form 8966.
August 19 -
The IRS is going after the estate of Bill Davidson, former owner of the Detroit Pistons and auto industry supplier Guardian Industries, to the tune of more than $2 billion.
August 19 -
Investors are favoring U.S. stocks over emerging markets by the most ever as fund flows and volatility measures show institutions are increasingly seeking the relative safety of American equities.
August 19 -
BLOOMBERG -- The U.S. government urged General Motors Co. (GM) to improve pensions of some Delphi Automotive Plc (DLPH) union retirees while cutting those of salaried workers to help ensure a speedy emergence from a GM bankruptcy, the watchdog of the Troubled Asset Relief Program said.
August 16

