Jessica Lerner is a senior markets reporter for Bond Buyer where she writes the daily market column, the monthly volume story and longer trend stories. Prior to this, she worked as a beat reporter at two Connecticut newspapers. She earned her master's in business and economics reporting from the Craig Newmark Graduate School of Journalism and her bachelor's in journalism and statistics from the University of Connecticut.
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Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.
February 8 -
Muni bonds have not been not the quick way to big returns in 2021. But for the right client, they are the perfect addition to a portfolio focused on stability and low risk, advisors say.
December 20 -
Tammy Williams spent 20 years in corporate America before pivoting to giving clients advice in 2017.
August 25 -
This new list celebrates 10 financial planners early in their careers who are on a path to change the industry.
August 24 -
The New York-based advisor is accused of defrauding at least 56 investors.
August 20 -
Sonya Lutter joined Herbers & Co.'s Academy as its new director of institutional research and education.
August 18 -
The CFP Board requires two to three years of experience but doesn’t have any structured program for financial planners to meet that requirement.
August 13 -
Melinda Hightower started in May as the head of the multicultural client segment in the firm’s client strategy office.
August 11 -
CEO Michael Farr will also become Hightower’s new chief market strategist.
August 4 -
Eileen Cure allegedly wrote in a Skype message that she is not prejudiced but she does not want to interview Black applicants.
August 3
