-
-
Some nominees poised to take their agencies in a new direction appear headed for Senate confirmation while an intraparty squabble has delayed the administration’s choice to lead the Office of the Comptroller of the Currency. Here’s the roster update.
March 9
-
The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
March 9
-
The rep reeled in at least a dozen victims to the complex scam even though he was suspended from the industry for a different case, according to investigators.
March 9
-
Ascensus sold the practice with four reps and $490 million in client assets after acquiring it two years ago.
March 9
-
ARKK, along with other funds in her lineup, is in the green after logging its longest stretch of losses since the COVID 19-spurred meltdown last year.
March 9
-
Gary is a Principal at KPMG and leads KPMG’s Management Consulting Insurance Practice. Gary has 27 years of Financial Services experience specializing in Business and IT transformation work. Gary has split his career between Advisory Services management and the roles of CIO and CTO for large and small Insurance Carriers. He has a strong background across the full life cycle of strategy and project delivery with several $100M+ program management experience including software development, implementations and transformation initiatives. Gary’s past clients include leading entities in the financial services industry.
March 9 -
Les Richmond is vice president and pension actuary for BAM Mutual, where he evaluates approximately 500 municipal pension and OPEB plans and liabilities annually as part of BAM's credit underwriting process.
March 9
-
Roth conversions and backdoor Roths ease COVID financial pain for wealthy earners this tax season
March 9
-
"The game changed in 2020 and there’s a lot we have learned that can potentially skyrocket our success through 2021," writes Chip Munn.
March 9
