HSBC Combines Data and Behavioral Analysis for New App
HSBC is testing a new money management app that uses push notifications to nudge customers into saving more and spending less.

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Knowing what to do as an investor and actually doing it are very different things, and your clients are feeling that internal struggle.

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The bank's new ultrahigh-net-worth "boutique" plans to fend off rivals by leveraging the global resources of its French parent, BNP Paribas.


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The wirehouse is in the process of enticing over about three dozen Credit Suisse advisors who collectively generate more than $125 million in revenue, according to a person familiar with the matter.

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Greg De Jong took the plunge and sold his $200 million firm to a much larger one for equity, cash and a five-year note. Looking back, he has no regrets.

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