Marketing Info

Blackstone goes into the year after making Goldman’s von Zuben partner

(Bloomberg) — Heather von Zuben, one of a small group of prominent Latina executives on Wall Street, is exiting Goldman…

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Wall Street fund giants face headache as index dumps Russia

(Bloomberg) — Major index providers are officially cutting Russian assets off their gauges, adding to pressure on the exchange-traded fund…

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The next generation dilemma: five unique realities faced by heirs

To borrow from an old joke, ask five counselors why they get out of bed in the morning and you’re…

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The Next Frontier in Social Security Planning Software

Financial advisors have long understood the importance of Social Security in their clients’ retirement plans. Now, a growing number are…

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Two more commercial mortgage bonds put on hold amid market weakness

(Bloomberg) — According to two bond investors, Columbia Property Trust Inc. And about $1.9 billion of commercial mortgage bonds involving…

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Thinking of leaving Goldman Sachs? You may have to return your bonus

Governments have also stepped in to help address the labor shortage. In January, the US government announced it would allow…

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Apollo is giving Venetian casino employees a slice of its profits

(Bloomberg) — Employees of the Venetian Casino Hotel in Las Vegas will get a chance to participate in some of…

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Early adopters of financial services AI report mixed returns

While customer onboarding and risk detection are the primary uses of AI cited by 29% of respondents, data management and…

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The importance of lifelong learning for financial advisors

Over the past few weeks, I’ve seen a lot of LinkedIn posts about mentors who have passed their CFP exams.…

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New equity fund offers all-weather protection

The first two, a behavioral strategy and a trait asset strategy, are designed to minimize losses during a down-market. They…

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