Jessica Lerner is a senior reporter and buy-side specialist 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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"It doesn't take but one comment or one market-moving data point to cause ETFs to shift the market pretty considerably," said Ajay Thomas, head of public finance at FHN Financial.
September 3 -
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 -
The firm is the first service that makes it possible to gain exposure to cryptocurrency as part of a diversified portfolio with automation features.
July 29 -
During COVID, advisors embraced more holistic wealth management planning, better efficiency, and more reliance on technology.
July 28 -
The firm made several other changes to its executive leadership, including a new chief marketing officer.
July 27 -
The Houston, Texas-based firm was also censured and required to retain an independent consultant.
July 20 -
For the Westlake, Texas-headquartered financial services company, net income was up significantly from the year-over-year figures but down slightly from the first quarter.
July 16 -
The reorganization includes the addition of five managers to focus on business goals and client engagement.
July 14 -
Michele Dillon, a 30-year veteran of wealth management, started in April
July 12 -
John Robert Jones Jr. is accused of convincing two dozen financiers to invest in two private unregistered funds with false promises of growth and limited risk.
July 9 -
Timothy Hamano is accused of fatally striking a pedestrian and then fleeing the scene, leaving his wife, also injured, and the pedestrian behind.
July 8
