“If I were President…” Dimon Lays Out His Approach
CEO Jamie Dimon articulated a vision of fiscal responsibility and equitable taxation in response to a query from hedge fund leader Bill Ackman.
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Berkshire Loses Integral Figure, and Confidant to Warren Buffett, Charlie Munger
The passing of Charlie Munger, a pivotal figure alongside CEO Warren Buffett at Berkshire Hathaway, marks a significant moment for the company.
FINRA Enforces Stringent Action Against Former Advisor and Broker
FINRA recently enforced stringent action against a former advisor and broker, for engaging in excessive trading activities that contravened (Reg BI).
The Wit And Wisdom Of Charlie Munger
It looks like Buffett's musing about mortality was well timed. Charlie Munger died in a hospital a month short of his 100th birthday. His rhetoric lives on.
Once Meteoric Venture Capitalist Found Guilty of a Multimillion-Dollar Fraud
Conviction sobering reminder for wealth advisors and RIAs of potential perils of unchecked ambition and critical importance of rigorous due diligence.
Hedge Fund Bets on US Stocks Are Most Crowded Ever, Goldman Says
An index created by the investment bank to track crowding across hedge funds has reached a record high, according to a report that said the average fund holds 70% of its long portfolio in its top 10 positions.
Citigroup Managing Director Sues Over Sexual Harassment
Citigroup sued by a managing director who said a former top equities banker subjected her to sexual harassment and abuse including death threats.
