by Norb Vonnegut | Jul 26, 2017 | CFA Institute
Three Lessons from the Bernie Madoff Scandal Published in CFA Institute By Norb Vonnegut This summer, HBO released The Wizard of Lies, a film adaptation of Diana B. Enriques’s New York Times bestseller about Bernie Madoff. Good movie. Good book. But Madoff’s life has...
by Norb Vonnegut | Jun 2, 2017 | The Wall Street Journal
Behind Gender-Pay Disparity in Wealth Management: Too Few Female Financiers Published in The Wall Street Journal By Norb Vonnegut You know the old saying in wealth-management circles “We eat what we kill”? The expression makes me cringe. Sounds too predatory. So, for...
by Norb Vonnegut | Feb 17, 2017 | The Wall Street Journal
Cybersecurity: The New Arms Race of Wealth Management Published in The Wall Street Journal By Norb Vonnegut Your registered investment advisory firm was hacked last night, and now you’re sitting in an all-hands-on-deck meeting. The CEO is calm. Your crackerjack IT...
by Norb Vonnegut | Apr 25, 2016 | The Wall Street Journal
The New Estate Planning That’s Critical for Clients Published in The Wall Street Journal By Norb Vonnegut Last month a social-media website alerted me that a friend was celebrating over 30 years on the job at the company she founded. It was a nice thought. But she...
by Norb Vonnegut | Sep 17, 2015 | The Wall Street Journal
Three Tempests Roiling Wealth Management Published in The Wall Street Journal By Norb Vonnegut If you listen carefully, if you pause and remain very still and tilt your head at just the right angle, you might notice the calm before the storm of clients moving assets....
