Ross Brown

Vice president of business development

Ross K. Brown is vice president of business development at Payden & Rygel, a global asset management firm. He is also the National Trust Board Advisor to the Visible Foundation, a national special needs trust platform.

Investments

Accelerating clients' retirement savings with cash balance plans

The hybrid structure confers higher contribution limits, allowing savers nearing retirement to quickly build up balances.

By Ross Brown

April 13

TRENDING

Tax

How a 'tax overlay manager' can outsource tasks and boost returns

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

By Tobias Salinger

2h ago
Practice and client management

Advisor headcounts are going away. Recruiters say it's about time

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

By Dan Shaw

May 4
Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

May 3