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The bank had nearly 270,000 employees at the end of last year.

John O’Neill is senior vice president for the U.S. and Canada, at Silent Eight.

Martin Sarjeant is head of risk solutions management and strategy for the insurance business at FIS based in London, U.K. He is a dynamic solution leader responsible for delivering product innovation to help insurers drive growth, lower total cost of ownership and meet regulatory requirements. Martin travels extensively visiting customers around the world to ensure the solution development and strategy reflects their requirements as well as current and upcoming reporting needs, of particularly focus over the last 4 years has been IFRS 17.

David Stolz, CPA/PFS, is CEO of Stolz and Associates, and chair of the American Institute of CPAs’ Personal Financial Specialist Credential Committee.

The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

After going public, the clearing firm plans to to grow and nudge further into the traditional advisory space, says its president.

Christine Kuglin started her journey to pass the test by thinking, 'Today is a good day to become a CPA.'