David Geibel

Senior vice president

David Geibel is senior vice president and managing director of relationship development at Girard Advisory Services, a wealth advisory firm headquartered in King of Prussia, Pennsylvania.

Selfie

My special needs son changed how I work with clients

Working with caregivers, an advisor learned valuable lessons.

By David Geibel

September 30

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Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18
Tax

Fighting stubborn racial disparities in homeowner tax subsidies

Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.

By Tobias Salinger

April 18
Retirement

1 in 4 couples disagree over retirement spending priorities

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

By Nathan Place

April 18