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Michael J. Hsu is the acting comptroller of the currency.

The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.

Here's what happened over the last week in wealth management.

Pankaj is the Co-Founder of Zendrive, a platform for driver behavior analysis. He has held leadership positions at Google and WalmartLabs and was a researcher at Bell Labs earlier in his career.

Itamar Jobani is CEO and co-founder of PayEm, a global spend and procurement platform for finance teams that captures requests and invoices, creates bills, schedules and sends payments, auto-categorizes and syncs with ERP systems.

CEO Bruce Van Saun said the bank wouldn’t search for deals as aggressively as it had last year, but Florida expansion remains a focus

The FINRA order includes allegations relating to the LJM Preservation & Growth Fund, another product sold in large numbers by the industry.

During his tenure at the top, assets jumped to more than $2.1 trillion from $3.9 billion, making Fidelity the second-biggest U.S. mutual fund company.

Teams are taking longer to switch brokerages as the pandemic recedes and advisors return to the office, according to John Pierce, the firm’s head recruiter.