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Kristen Clark, CPA and Syracuse office managing partner at The Bonadio Group, is a member of the firm’s Management Committee and board of directors. She is responsible for client service, partner and employee engagement, and market growth. She is also practice leader for Bonadio’s Professional Excellence Division, which is responsible for risk management, quality and education for the firm.

Rob Tockman is an audit partner at KPMG LLP and serves as chief accountant in the Department of Professional Practice.

They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.

Paul Fennell was an independent investment banker specializing in capital market and fixed-income solutions.

Of the record $900 billion poured into the U.S. ETF industry in 2021, roughly one-in-every-three dollars went to Vanguard’s products. So far this year it’s more than one in two.

There are decisions to be made ahead of final guidance to be released by the commission later this year.

Adam Mustafa is the CEO of Invictus Group.

Catrin Lewis is Head of Global Engagement and Internal Communications at Reward Gateway. Fanatical about technology, obsessed with experience, driven by happiness, understanding and engagement, Catrin leads Reward Gateway people strategy by dialing up engagement through data analysis and action. She heads up their internal communication strategy with a stream of constant, varied and engaging content. Catrin is also author of 'The Little Unicorn - An adventure into the Disengagement Dangerzone.’

Adam Olsen is FAAS practice leader and national quality leader at Embark.

Check out the advisor moves, M&A and other news of the week in wealth management.