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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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 -
The company received $15 million to build out a platform connecting clients to financial planning, investment management and tax professionals.
July 6
