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Judy Morrill has over 30 years of investment experience working with high net worth families and non-profit institutions. She is currently is a Managing Director and Portfolio Manager at Silvercrest Asset Management Group, an independent wealth management firm based in New York. She holds an MBA in Finance from New York University’s Stern School of Business, and a BA in Political Science and French from Hollins University.

Eliminating the step-up in basis for calculating taxes may not become law, but it’s worth exploring options with your small enterprise-owner clients, says Sophia Duffy.

O’Connell violated six state laws, according to a regulatory complaint.

The asset management giant announced new policies on climate change and gender balance Monday that include requirements for portfolio companies to manage their environmental impact.

Ed DeMarco is the head of non-financial risk at the Risk Management Association.

With Intelliflo, the insurance giant hopes to expand agents’ ability to offer wealth management and financial planning.

Join the newly appointed executive for a look at the changes happening at the online financial services company and broader fintech industry.

Jennifer Nuckles is EVP + Group Business Unit Leader at SoFi, which serves as a loyal partner to a fast-growing community of 900+ employer partners through SoFi at Work. SoFi at Work is a holistic and data-driven financial well-being benefits platform that offers a full suite of services, tools, insights, and educational resources tailored to address the unique and evolving needs of each workforce through a dynamic dashboard experience.

The company is making a bid to compete for growing ranks of America’s multi-millionaires and billionaires.

A roundup of this week's news includes advisors on the move, new hires