In|Vest West 2018 Direct

Cerity Partners adds its own large RIA in New York, and Beacon Pointe acquires firms in Indiana, Washington State and New York.

Hilary Cabodi is a managing director in the Risk Advisory practice at Riveron, leading internal audit, SOX implementation and compliance, and IT risk advisory engagements for private and public companies.

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research. Researchers say that could be a positive, though not all advisors agree.

A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.

Raymond James accuses the widower of an advisor of using data stored on his wife's company-issued computer to solicit clients for a rival firm.

Tim Bender is a CPA and partner in the advisory practice at CohnReznick focusing on government-related services. He has more than 25 years of experience serving federal, state, and local government clients as well as not-for-profit organizations, commercial companies, and investors. His areas of expertise include program and project management, strategic planning, policy guidance, risk management, auditing and integrity monitoring.

Citi top executive Jane Fraser is the latest representative of the megabank to publicly express support for Andy Sieg following revelations that he had been the subject of an outside investigation by a law firm.

Agentic AI in several forms took center stage as fintech executives made the case for their services at the first-ever AI-focused demo drop at Future Proof.

Fewer than 3% of U.S. advisory firms report registrations with foreign regulators, and the meager ranks reflect the difficulty of breaking into international markets.