The Iowa Judicial Branch’s mission is to provide independent and accessible forums for fair and prompt resolution of disputes, administering justice equally to all persons. (Gavel photo by Getty Images; seal courtesy the State of Iowa) The Iowa Supreme Court has reinstated the license of an attorney who showed up at the courthouse intoxicated, was […]
Tag: Clients
Michigan group offers counseling to trans clients in states where they otherwise might go without
Stand with Trans tent at the Motor City Pride even in Detroit. June 9, 2024. (Jon King/Michigan Advance) Gender-affirming care. It’s a phrase that evokes a myriad of opinions, many of them focused on hormone treatment and surgery for trans individuals. And yet, long before either of those options becomes a possibility, therapy is almost […]
Rockefeller Capital’s Ed Moldaver: Why We’re Putting Wealthy Clients in Alts
During his 34 years as a financial advisor, Ed Moldaver has seen both his profession and financial markets evolve. Today, another transformation is under way, he says. Wealthy clients increasingly expect family office-style services from their advisors. And advisors are now incorporating more alternative investments into client portfolios, in part because public markets have become […]
Here’s My Average Client’s Net Worth
Lemon_tm / Getty Images/iStockphoto Thinking about hiring a financial advisor, but not sure if it’s worth it at your net worth? Different financial advisors charge different fee structures, and many specialize in working with lower- or higher-net worth clients. Check Out: Barbara Corcoran’s 5 Best Passive Income Ideas Read Next: Become a Real Estate Investor […]
American Air Fired Commercial Head After Sales Strategy Alienated Corporate Clients
(Bloomberg) — American Airlines Group Inc. dismissed its commercial chief in the wake of a critical review from Bain & Co. that found its new marketing strategy was alienating corporate clients, according to a person familiar with the matter. Most Read from Bloomberg Chief Executive Officer Robert Isom fired veteran executive Vasu Raja in recent […]
Police allege Garden City woman blackmailed clients
GARDEN CITY, Kan. (KSNW) — A 21-year-old Garden City woman is in jail after allegations of prostitution and blackmail, according to the Garden City Police Department. The GCPD got a report of blackmail a month ago and began investigating. According to police, they learned that the 21-year-old “engaged in sexual conduct with several victims, then […]
Amid uncertainty around Social Security, here’s what financial advisers are telling clients
Social Security isn’t shattered, but it’s shaky. The new report on Social Security, which predicts that the combined retirement and disability trust fund reserves will go broke in 2035, has put more Americans on edge, especially those nearing retirement who are worrying about how much in benefits they can expect. The 2024 Social Security and […]
Man accused of piloting boat that killed girl off Key Biscayne owns biz with big clients
The man that police officers say was operating the boat that struck and killed a 15-year-old girl near Key Biscayne is the owner of company with clients like Baptist Hospital, the Miami-Dade, Broward and Palm Beach school boards and Miami International Airport, records show. For decades, 78-year-old Carlos Guillermo Alonso has run Technical Systems & […]
Goldman Looks to Entice Wealthy Clients to Plow Cash Across Gulf
(Bloomberg) — Goldman Sachs Group Inc. is planning to launch several investment strategies that will allow the firm and its wealthy clients to deploy capital in the Gulf’s public markets. Most Read from Bloomberg Companies based in the Middle East currently comprise about 7% of the widely-tracked MSCI Emerging Markets Index and the bank’s research […]
Chinese chip maker SMIC says revenue up 20% as clients restock
By Liam Mo and Brenda Goh BEIJING (Reuters) -China’s largest contract chipmaker SMIC reported a first-quarter revenue rise of 19.7% on Thursday, as its global customers rebuilt their inventories. SMIC said in a statement that its revenue rose to $1.75 billion for the three months through March, topping the $1.69 billion forecast by analysts polled […]
A Broward attorney of over 50 years denies misappropriating $15,200 of clients’ money
In a law career that started between the Miami Dolphins’ two 1970s Super Bowl wins, Hallandale Beach attorney Roger Davis said he’d never even faced a grievance committee before current accusations that he misappropriated $15,229. Starting May 22, Davis will be under suspension. The state Supreme Court granted the Florida Bar’s petition for emergency suspension […]
Insurance agent accused of defrauding clients of over $200K indicted on nearly 40 criminal charges
A woman from Beavercreek was indicted on 36 counts including securities fraud and theft 65-year-old Beverly Ann Kirk of Beavercreek was indicted on 36 charges on April 24. She was taken into custody on April 30. Between 2019 and 2021, while working as an insurance agent, Kirk allegedly solicited three of her agency’s clients to […]