Tag: Career

Bogner Joins Team at HighTower

 HighTower financial services completed its first tuck-in transaction, with Steve Bogner bringing his practice to Richard Saperstein’s team in New York.  

BofA Settles Gender Discrimination Suit

There has reportedly been a settlement reached in a lawsuit alleging that the bank’s Merrill Lynch unit discriminated against women, filed last year by a female broker. 

What Plan Sponsors Want From Advisers

Relying on a financial adviser outside the plan was the preference for 37.5% of the roughly 6,000 plan sponsor respondents to PLANSPONSOR’s annual Defined Contribution Services Survey.