The Latest

Some advisors say they’re busier than ever in the last weeks of 2020.

The latest round of coronavirus stimulus legislation includes some major tax provisions and changes for accountants to watch out for in the New Year.

Robert Trunzo is CEO of CUNA Mutual Group

Rafael Skovron is enterprise account director at Xero.

The new additions join a set of big hires at the wirehouse.

The UHNW unit signed advisors managing a combined $3.7 billion this year and committed to maintaining a physical presence in its New York headquarters.

Stephen Curry is CEO of Endurance Advisory Partners.

Mark Morehouse is managing director for P3 Investment Banking at Oppenheimer & Co. Inc.

Florian Otto is co-founder and CEO of Cedar.

Erika Kelton is a whistleblower attorney and partner with Phillips & Cohen LLP.