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Jack Yoest is a consultant and assistant professor of Practice in Leadership & Management at The Catholic University of America in The Busch School of Business, in Washington, D.C.
March 15
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Estate planners are keeping a close eye on the department’s agenda, anticipating the possible revival of several regulatory projects shelved by the Trump administration.
March 15
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Henry Cisneros is Vice Chairman of the Board of Directors and equity owner of Siebert Williams Shank & Co. LLC.
March 15
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Suzanne Shank is President, CEO and equity owner of Siebert Williams Shank & Co., LLC.
March 15
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Bill Parsons is the Group President, Data & Analytics, and International for Envestnet | Yodlee. In this role Bill is responsible for crafting and executing overall ENV Analytics Product and Sales Strategy. Over the course of his nearly 12 years with the company, Bill has also held the roles of Chief Customer Officer of Yodlee Financial Services, and has been responsible for Global Field Operations.
March 14
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Members of Congress are proposing bipartisan legislation to extend the deadline for Paycheck Protection Program loans another two months as accountants press for more time on the expiring program.
March 12
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Returns by funds from Vanguard, BlackRock and DFA that use the strategy have outpaced global bonds in recent years, but underperformed stocks.
March 12
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“The name may change but our commitment to the business, our clients and our advisors serving these clients is steadfast,” said division head Barry Sommers.
March 12
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Three recent criminal cases raise concerns that wealth managers and regulators aren’t detecting alleged fraud quickly enough or disclosing basic information about crimes and disciplinary problems.
March 12
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