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After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.
November 30 -
Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.
November 30
AllianceBernstein -
Beata Kirr is the co-head of Investment Strategies for Bernstein Private Wealth Management, and a member of the Private Wealth Executive Leadership Team. In this role, Beata co-oversees the development and evolution of clients’ strategic allocation advice and Bernstein’s investment platform, ensuring innovation and customization meet the diverse and evolving needs of clients.
November 29 -
Kate Burke is the Head of Bernstein Private Wealth Management, overseeing wealth advisors, client service, investment strategists and engagement. In addition, she is the chief operating officer of AllianceBernstein, responsible for overseeing all corporate functions of the firm, including finance, legal, compliance, internal audit, human capital, corporate and information security, operations and technology.
November 29 -
The number of reps is tumbling from the wealth manager’s previous position atop the industry.
November 29 -
Amy Rojik is managing partner of corporate governance at BDO USA, and director and founder of the BDO Center for Corporate Governance.
November 29 -
Goldman Sachs Group added new employee benefits, including higher retirement contributions, as part of a package of changes aimed at addressing worker burnout.
November 29 -
Ronald T. Molo of Illinois allegedly stole money from his clients for mortgage payments, home renovations, luxury SUVs and more.
November 29 -
Facing a growing number of rivals in the independent channel, the wirehouse is boosting the compensation rate for more than 3,000 reps.
November 29 -
Andrea Amico is the founder of Privacy4Cars, a privacy-tech company focused on identifying the challenges posed by vehicle data, and creating solutions to better protect businesses and consumers.
November 29











