Monday, 9 September 2013

BofA Settles Discrimination Case; Inside Look at UBS

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September 9, 2013

Bank of America Corp. will pay $39 million to settle a discrimination lawsuit brought on behalf of women employees at its Merrill Lynch unit, according to court filings. read more »
Rosemary Berkery, vice chairman of UBS Wealth Management Americas and head of its U.S. bank, shares what she's learned about U.S. retail banking and how it complements banks' wealth-management goals. read more »
When it comes to the gender of those in professional roles, people say they would feel most comfortable with women financial planners (this is second only to their preference for female doctors), according to a recent poll by 60 Minutes and Vanity Fair. read more »
The worst rout in the $3.7 trillion municipal-bond market in more than two years is proving a gift for wealthy investors buying through brokers and professional asset managers who see a chance to make long-term money. read more »
Although the nation enjoyed a day off for the Labor Day holiday last week, there was nothing to celebrate about labor growth in last Friday's jobs report. - Matt Freund, USAA Mutual Funds read more »

Must Read

Top Retirement Destinations Overseas

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients. read more »

Must Watch

Lessons From D.A. Davidson’s Merger with Crowell Weedon

D.A. Davidson’s Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers. read more »

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