-
In a panel held by NASAA, experts from giant wealth managers explained how reps and their teams often serve as the first line of defense.
May 4
-
A 38-year veteran financial advisor won a significant award in FINRA arbitration after a brokerage claimed he made unauthorized trades.
May 4
-
The Fed just hiked interest rates by the most in more than two decades to battle inflation. It's not entirely clear if there will be unintended consequences.
May 4
-
-
Fabrizio Tocchini is head of innovation for CCH Tagetik at Wolters Kluwer. He has more than 16 years of experience in the performance management and business intelligence market. As head of innovation for CCH Tagetik, he is responsible for product discovery, development, and commercialization. During his career, Tocchini has held various roles: starting as a consultant, he then dedicated himself to the presale, to the development of the international market and then to the management of CCH Tagetik Benelux and CCH Tagetik Nordic as leader of the two operations.
May 4
-
Grazia Cafagna is head of financial services global solution for CCH Tagetik at Wolters Kluwer. She has 20 years of experience in performance management solutions, with a focus on banking and insurance markets. She leads the FS global solutions, including ESG, IFRS17, IFRS9, solvency, and iXBRL, and guides the development of new pre-configured solutions and supports the go-to-market and the go-live for these solutions. She also leads large projects in consolidation, disclosure and regulatory reporting.
May 4
-
Julieann M. Thurlow is president and CEO of Reading Cooperative Bank in Massachusetts and vice chair of the American Bankers Association.
May 4
-
The Internal Revenue Code encourages individuals to save for retirement by offering taxpayers the ability to invest for their ‘golden years’ through a variety of tax-favored retirement accounts such as IRAs, Roth IRAs and 401(k) plans.
May 4
-
