Practice

Citigroup fined $2 million over Facebook IPO

Citigroup has been fined $2 million in relation to allegations that two of its bank analysts improperly released confidential information about Facebook before the company’s IPO.

By Staff |October 29, 2012

1 min read

How to retain clients

Often, advisors have a foreboding feeling something bad is going to happen. So what can you do to avert disaster?

By Bryce Sanders |October 29, 2012

3 min read

Grow your business through volatility

Advisors need to adapt to the new reality of the marketplace.

By Vikram Barhat |October 25, 2012

2 min read

Don’t be a pushover

A great advisor is empathetic, but there’s such a thing as too much compassion.

By Melissa Shin |October 25, 2012

3 min read