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The decisions clients make now can play a significant role in how much will be forgiven.

The wirehouse is also tweaking pay related to cash solutions for clients.

As CTO of MDGO, Gilad Avrashi spearheads MDGO’s technology vision and direction. Prior to founding MDGO, Avrashi served for six years at Rafael Defense Systems at the National Acoustic Lab, where he headed a team of engineers and researchers and conducted full-scale trials at sea. During his time at Rafael, he also headed the Algorithmics team of several top projects, received 3 Certificates of Merit and was awarded the Ministry of Defense’s prestigious Katzir Grant. Avrashi served as an officer in one of IDF's elite intelligence units. Gilad holds a MSc in Electrical Engineering, Signal Processing and Communication from the Technion – Israeli Institute of Technology.

Clients have been jolted into engaging with their total wealth, not just their money, says UBS’s Ultra High Net Worth and Private Wealth Management Americas head John Mathews.

John Mathews is head of Ultra High Net Worth and Private Wealth Management Americas at UBS Global Wealth Management.

The Boston-based boutique oversees the assets of roughly 140 full- service clients and 800 individual households.

Thomas L. Porter, PhD, CPA, is a professor of accounting at Hult International Business School and an adjunct professor at Boston University.

The custodian is upping the number of scholarships set aside for women and people of color.

Marvin Weiss, Ph.D., is a retired professor of accounting at the New York Institute of Technology, and founding dean of their School of Management. He has also served as adjunct associate professor of economics at Columbia University and adjunct professor of accounting at the Graduate School of Business at Fordham University. He holds a Ph.D. in business from the Graduate Business School at New York University. His articles on HRA have appeared in several journals and in “Topics in Managerial Accounting, 2^ndEd.”