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On Wall Street
October 1, 2012
Elizabeth Wine |
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.   |
Entrepreneur
September 2004
Chris Penttila |
Domestic Dispute As employers respond to the marketplace, the debate over benefits for same-sex couples heats up. |
Registered Rep.
October 1, 2002
Ruth Halcomb |
Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue. |
Investment Advisor
November 2007
Dana Levit |
Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever. |
Financial Planning
August 1, 2013
Ingrid Case |
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. |
Financial Advisor
January 2008
Caren Chesler |
With Gay Marriage Comes Gay Divorce Financial planners warn that gay couples, more than their heterosexual counterparts, need to plan for divorce, or they may find themselves facing some hefty financial consequences. |
Registered Rep.
April 2, 2012
Jerry Gleeson |
Call In... The Specialists More and more firms are beginning to roll out niche marketing services to niche markets. |
Registered Rep.
July 11, 2014
Mark Miller |
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed. |
Financial Planning
October 1, 2009
Susan B. Weiner |
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. |
CFO
March 1, 2004
Kate O'Sullivan |
Goin' to the Chapel A court decision means employers may be required to provide full spousal benefits to gay couples. |
Financial Planning
June 1, 2006
Norman A. Dawidowicz |
The Rainbow Plan As the number of same-sex couples continues to rise, there is a growing urgency for advisers to help members of this group take control of their estate and financial planning needs. |
The Motley Fool
August 16, 2010
Selena Maranjian |
Grab Your Piece of $743 Billion Companies that court this segment of society can reap big rewards. |
Registered Rep.
May 31, 2013
Megan Leonhardt |
Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up. |
Registered Rep.
October 22, 2009
Christina Mucciolo |
MSSB Plans to Double Size of U.S. Division For Ultra Wealthy Morgan Stanley Private Wealth Management will exclusively serve clients with a minimum of $20 million in assets. |
Financial Planning
September 1, 2011
Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
Registered Rep.
July 21, 2010
Jerry Gleeson |
Assets, Advisors Decline at Morgan Stanley Smith Barney in Q2 Morgan Stanley is making continued progress on its integration with Smith Barney, but declines in assets and headcount suggest it may be feeling the pain of client and advisor departures. |
Reason
June 2003
Cathy Young |
Gay Rights Go to Court Sodomy laws, same-sex marriage, and the future of homosexual rights |
Registered Rep.
May 28, 2009
John Churchill |
Big Brands Fall Out of Favor With Wealthy A survey released yesterday of the nation's wealthiest individuals reveals that wealth management's biggest, most powerful brands -- including UBS, Wachovia, Bank of America and Goldman Sachs -- have lost a lot of credibility with their target audience. |
Reason
September 2005
Julian Sanchez |
All Happy Families From a civil libertarian perspective, it's clear enough why the unequal treatment of gay parents is objectionable: The human desire for family isn't exclusive to heterosexuals, and attempts to prevent gays from raising families both stigmatize them and threaten to deprive them of an important component of a full life. |
Registered Rep.
November 9, 2010
Kristen French |
UBS Hires Three From Morgan Stanley As Recruiting Wars Intensify The war for talent is as fierce as ever, with some firms like UBS issuing a press release every time they make a big new hire. |
On Wall Street
February 1, 2012 |
Who's News New hires for Merrill Lynch Wealth Management, Morgan Stanley Smith Barney, UBS Wealth Management, and Raymond James. |
Salon.com
August 2, 2001
Daryl Lindsey |
Germany allows its first gay "marriages" With the law just one day old, same-sex couples are flooding the wedding registry... |
Reason
September 2004
Julian Sanchez |
Not for Lovers As gay couples in Massachusetts celebrate their newfound right to marry, Virginia couples find themselves stripped even of the right to create marriage-like private contracts. |
BusinessWeek
December 15, 2003 |
A Rainbow Tint For Corporate Vendors The National Gay & Lesbian Chamber of Commerce's co-founder aims to promote supplier diversity by flexing "collective economic muscle." The Chamber received funding from IBM and others in May, 2002, to serve as an umbrella organization for gay-owned and -operated businesses. |
Registered Rep.
September 3, 2010
John Aidan Byrne |
UBS Hires Four HNW Advisors The latest hires by UBS Wealth Management Americas reflect its goal of attracting business from the ultra rich in mostly major metropolitan markets in the United States. |
Registered Rep.
March 9, 2011
Kristen French |
Morgan Stanley Cutting 200-300 FAs And Trainees The firm's wealth management division, Morgan Stanley Smith Barney, should end the quarter with about 17,800 advisors, still the largest brokerage force in the U.S. by headcount. |
Mother Jones
August 2000
David Goodman |
A More Civil Union Vermont's legal recognition of same-sex couples has brought the latest struggle for gay rights out of the closet -- and onto the stage of national politics. |
Registered Rep.
December 1, 2011
Kristen French |
Broker Report Card 2011: It's Getting Better All the Time Registered Rep.'s 21st annual Broker Report Cards showed advisor satisfaction ratings creeping higher this year across the board -- on everything from compensation and benefits, compliance support and sales support to products. |
Registered Rep.
February 7, 2012
John Aidan Byrne |
UBS' U.S. Brokerage Boosts Profits, Boasts Most Productive Advisors Despite global market conditions that lowered asset-based fees and transaction-based income, UBS Wealth Management Americas ended 2011 on firmer footing, earning $573 million for the year on revenues of $5.96 billion. |
Registered Rep.
March 8, 2012
Kristen French |
Due Diligence: Morgan Stanley Advisors Paid to Put Clients in New Amex Credit Card Morgan Stanley Smith Barney financial advisors and client service associates will get a "small" amount of compensation for the administrative process of handling card sign up. |
Financial Planning
July 1, 2012
Hennagin et al. |
Hot Topics Network hubs bring advisory business together... Fidelity introduces new bond funds... Ranks of ultra-wealthy seen growing... |
Financial Advisor
February 2008 |
Letters to the Editor "With Gay Marriage Comes Gay Divorce"... |
HBS Working Knowledge
February 21, 2005
Julia Hanna |
Marketing to Gay and Lesbian Consumers The consumer packaged goods industry shares experiences on the internal and external challenges of marketing to the gay and lesbian community. |
BusinessWeek
December 15, 2003
Cliff Edwards |
The Rewards Of Tolerance Companies are finding that gay-friendly policies are good for productivity -- and the bottom line. |
On Wall Street
October 1, 2012
Frances A. McMorris |
Editor's Letter: Shifting Demographics Open New Markets A run-down of the stories in this issue, including how shifting demographics can open new markets; the special needs of gay and lesbian couples; a look at dividend stocks; and Merrill Lynch s deferred compensation settlement. |
Reason
July 2007
David Weigel |
Foster Follies The cost of anti-gay discrimination: A study shoes if gay couples were expelled from the foster and adoptive care systems nationwide, 9,300 to 14,000 children would be displaced. The cost of putting all of them back into the foster system: about $130 million. |
BusinessWeek
December 15, 2003
Cliff Edwards |
Coming Out In Corporate America Gays are making huge strides everywhere but in the executive suite. |
Financial Advisor
March 2012 |
UBS Reeling In Merrill Advisors The big four wirehouse firms are always trying to poach top talent from their rivals, but UBS Wealth Management seems to be doing a particularly job good job of late when it comes to snagging advisor teams from Bank of America/Merrill Lynch. |
Financial Advisor
February 2011 |
Frontline News Financial Planning news: Beyond The 'Big Two' college financial planning programs... The Great American Inheritance Downsized... American Funds Deemed Best Fund Family... Deductions For Small Businesses... more... |
BusinessWeek
December 3, 2009 |
Family Forums Web sites that focus on the finances and careers of gay and lesbian couples, domestic partners, single parents, and other family arrangements |
Chemistry World
April 1, 2014
David Smith |
'No sexuality please, we're scientists' So does it matter that I am a gay scientist? It certainly doesn't make me a better or worse scientist, but I believe it matters that people know. |
On Wall Street
November 1, 2008 |
Who's News Staffing announcements from wirehouses and regionals from the November 2008 issue. |
Information Today
June 25, 2015 |
Alexander Street Press Updates LGBT Collection Alexander Street Press augmented its LGBT studies content with updates to LGBT Thought and Culture, which covers the 1960s and earlier. |
The Motley Fool
October 17, 2006
Mary Dalrymple |
Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives. |
On Wall Street
October 1, 2008 |
Who's News Staffing announcements from wirehouses, regionals and private banks. |
The Motley Fool
January 18, 2007
Dan Caplinger |
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency. |
HBS Working Knowledge
February 21, 2005
Julia Hanna |
Out of the Closet and on The Street In the buttoned-down, conservative world of Wall Street, can gays come out and still get career advancement? |
HBS Working Knowledge
February 21, 2005
Julia Hanna |
How Advertising Depicts Gays and Lesbians Characterizations in mainstream television commercials rely on stereotypes ranging from diva queens to scary leather men. |
Registered Rep.
September 26, 2011
Kristen French |
UBS Wealth Management Not For Sale; Analysts Say Don't Rule it Out Completely; Veteran FAs Calm Interim UBS CEO Sergio Ermotti and UBS Chairman Kasper Villiger sent a memo to advisors re-emphasizing that WMA is not for sale, a rumor that has been persistent despite continued denials by executives at the bank. |
Registered Rep.
October 5, 2011
John Aidan Byrne |
UBS Says Headhunters Playing Dirty, Unfairly Smearing the Firm Despite extensive media coverage describing nervous financial advisors and clients at the firm, insiders contend that much of this unflattering coverage is over-the-top. |
