2007 Communication Retirement 
Wealth Management
JULY 2, 2025
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Between 2007 and 2010, they lost 38% of their median net worth, or $24,000, more than any other age cohort. trillion annually.
Wealth Management
JUNE 20, 2025
We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. I demonize email because email is holding this industry back,” Fields said in a hallway off the exhibit floor near the hotel kitchens. “We
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Wealth Management
JUNE 27, 2025
His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter. Prior to his six years with WM , Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. now Pontera).
The Big Picture
SEPTEMBER 12, 2022
At Citi, in 2007, fantastic timing, you take over as Head of Structured Solutions. And so, 2007, I came over to Citi. And when you think about market timing was 2007 the best time to — to make a move, but it ended up being a perfect time actually long-term for — for my career. BITTERLY MICHELL: Always risk.
Trade Brains
APRIL 17, 2023
One of the first reforms he put in place was setting a retirement age. According to this policy, the retirement age for directors was set at 70 and senior executives at 65. Mody was sacked after a messy scrap, Seth and Kerkar retired over the years as they crossed the age limits and Palkhivala quit citing ill health.
The Big Picture
APRIL 18, 2023
In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. You know, we bought Hilton in June of 2007. It changed the way we communicated with each other. BARATTA: Yeah. In the long run. And, you know, why is that? RITHOLTZ: Right.
The Big Picture
AUGUST 15, 2023
SEIDES: John Yeah, I said back then, the bet started in 2007 and I say today, being in the market and investing in hedge funds is completely apples and oranges. This is the summer of 2007. RITHOLTZ: 2007. So back in 2007. SEIDES: And I’ll tell you a story that’s fun about the communication of it too.
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