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Credit Suisse Group AG sued its former vice president of emerging markets, Agostina Pechi, over claims she stole the bank’s trade secrets in a bid to win clients for her new employer, Goldman Sachs Group Inc.

UBS plans to move out of almost three-quarters of the space it rents at Manhattan’s 299 Park Ave. as it seeks to reduce real estate costs, but the company intends to keep some wealth-management operations in place while moving its investment-banking department to another location.

UBS AG is always looking at all shareholder suggestions, Chief Executive Officer Sergio Ermotti said, after investor Knight Vinke Asset Management LLC called for a spinoff of the lender’s investment bank.

Before you begin reaching out to a potential client, know the rules of their home country.

UBS promotes regional director John Mathews to help capture growth in the ultrahigh-net-worth market.

The financial services industry needs a major makeover, Sallie Krawcheck said at an industry conference Friday.

While ETFs open the door to the entire foreign stock universe, they can also substantially alter sector weightings.

While many Americans are comfortable investing in foreign multinational companies whose brands are household names in the U.S., the prospect of owning smaller overseas equities can be intimidating.

Women and men are equally likely to save for retirement and almost as likely to calculate how much they’ll need.

When you think about apps that help you as a financial professional, your first thought may be about tools like stock market apps. These are useful, but not life-changing. Blogger Craig Faulkner offers three apps that will help every advisor build a stronger practice.

Legislation that would streamline the registration process for broker-dealers and advisors in Florida is one step closer to becoming law, with the state senate following the lower chamber in voting to approve the measure, which now awaits the governor's signature.

With the tax season behind us, what accountant mistakes or issues have you come across?

The forces of global regulatory change are in high gear, and mutual fund firms need to brace themselves for the new mandates barreling in from different parts of the world. Firms need to have the regulatory and compliance resources in place to tackle these demands, but they also need to think about rebranding themselves as more than just domestic vehicles, and nurturing a new identity that conveys a fortitude to brave international regulatory waters.

Former ICI President David Silver Dies

Two former chairs of the Senate Budget Committee – one Republican, one Democrat – said the nation can come up with a debt deal and that would lead to explosive growth in the nation’s economy. And possibly the world’s.

Chairman Mary Jo White told the general membership meeting of the ICI that the SEC will “propose meaningful money market reform.’’ And that developing its next round of reform measures will be made with international regulation in mind.

Old assumptions about referrals are mostly wrong, Julie Littlechild told advisors. Here are some of the myths that need busting -- plus four good ways to stimulate referrals.

Columbia plans to offer the Columbia International Value Fund, which will invest at least 80% of its total asset in equity securities of foreign companies that have market capitalizations of more than $1 billion at the time of purchase, according to the registration filing.

American Century is rebranding its target-date funds, dropping the LIVESTRONG name, which is associated with Lance Armstrong, and branding the funds as One Choice Portfolios.

meaningful money market reform.’’ And that developing its next round of reform measures will be made with international regulation in mind.