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BNY Mellon CEO Todd Gibbons says the revenue decline reflects business lost in 2021

Executives of firms like J.P. Morgan, Morgan Stanley and Bank of America benefited from a stronger market in 2021 that increased incentive pay.

With the combination, Orion can offer an all-in-one technology solution to advisors.

With the White House’s proposed Build Back Better legislation and its impact on taxes in limbo, advisors have time to implement key tax planning techniques.

Will MacPherson, Co-founder, Partner VMG Ventures

Wealth managers trail other financial firms in adoption of three basic cybersecurity steps that could soon be mandatory.

It’s the first fee increase in 5 years, earmarked to fund the board’s new strategic plan.

Steve Cox is head of market insights at IRIS Software Group. A technologist and chartered accountant who looks at how technology can simplify the modern working environment, he joined IRIS in 2002. His career at IRIS has spanned many areas of the business, including customer support, engineering, product management and marketing. His most recent previous roles at IRIS include senior product director, interim CTO, chief evangelist and head of accountancy.

Eric Kaplan is a senior advisor at the Milken Institute Center for Financial Markets

Earnings for Merrill Lynch Wealth Management and Private Bank jumped 28% in the quarter.