The Latest

Employers have evolved and recognize the importance of discussing and supporting employee well-being.

Macro Consulting Group is also returning to LPL Financial as its broker-dealer after parting ways three years ago

Tom Kozlik, Head of Municipal Research and Analytics, HilltopSecurities Inc.

Petar Tomov is a director in Opportune LLP’s Financial Instruments Group. Combined with his time as a manager at KPMG, he has over 10 years of experience focusing on the valuation of stock-based compensation, debt and equity instruments, contingent consideration and intangible assets. He holds a BS in Mathematics and an MBA from the University of Texas at Dallas.

Matt Smith is managing director in Opportune LLP’s Financial Instruments Group. He assists companies with their accounting for complex financial instruments under both U.S. GAAP and IFRS. With 15 years of client service experience at Opportune and EY, Matt has gained extensive knowledge and expertise in derivative valuation and hedge accounting, stock-based compensation, debt, and equity financing activities, embedded derivative assessments, Dodd-Frank compliance and SEC reporting. He has an undergraduate degree in accounting from Oral Roberts University and is a member of the American Institute of CPAs.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.

The oldest borrowers hold the fastest-growing piece of the U.S.’s $1.7 trillion student-loan pile.

Employers and employees don't agree on what a return-to-normal looks like in a post-COVID world. But to move forward with success, they must see eye-to-eye.

Peter Doumas is the vice president of national accounts at Progyny.

Jason Delserro is the chief talent acquisition officer at ADP.