Joel Friedlander

Principal, Private Client Services, Financial Services Organization

Joel Friedlander is a Principal in Private Client Services, Financial Services Organization at Ernst & Young LLP.

Tax

Tax planning in uncertain times: 4 focus areas for advisors

As we await tax changes, here are some strategies that should help in any environment, write two tax partners.

By Joel Friedlander

August 12

TRENDING

Practice and client management

It's not just wirehouses: Lure of independence strong for IBD advisors

Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.

By Dan Shaw

May 2
Technology

Raymond James' CEOs on criticisms that led to growth, tech and more advisors

Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.

By Rachel Witkowski

May 2
Practice and client management

An RIA's guide to the 3 types of firms trying to buy them

The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.

By Tobias Salinger

May 2