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Nearly half of advisors are optimistic about expanding the services they offer clients in the coming years.

Kevin Dancey, CM, FCPA, FCA, became CEO of the International Federation of Accountants (IFAC) in January 2019. He has a long history of leadership in the accountancy profession as well as in public service. As Canadian Institute of Chartered Accountants president and CEO, Dancey led the Canadian accountancy profession’s unification, becoming CPA Canada’s first President and CEO after the merger. His experience also includes serving as the assistant deputy minister for tax policy at Finance Canada (1993-1995), on the Canadian Auditor General Panel of Senior Advisors (2006-2015) and as an Auditing and Assurance Standards Oversight Committee member (2017-2018) and CCAF-FCVI Inc. board member (2008-2013). Dancey’s international accountancy experience includes the Public Interest Oversight Board (2017-2018), the IFAC board (2006-2012) and the Global Accounting Alliance (2006-2016), where he was also chair from 2008 to 2012.

Under Biden’s plan, the tax would apply to households worth more than $100 million who do not already pay 20% tax on their “full income."

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.