The Latest

  • Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.

    October 14
  • Gabriela Garner is a global product marketing director at Kofax.

    October 14
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  • As Managing Director, Property Risk Control, U.S., Mike Panfil manages a group of 50. Primary responsibilities include working with his consultants to develop strategic service plans that deliver distinctive value with measurable results. As National Practice Leader, he is responsible for ensuring best practices are implemented across the discipline. He is also responsible for driving innovation within the Property Risk Consulting (Risk Control & Claims) practices. Mr. Panfil has been providing property risk control consulting services to risk management accounts at Aon for over 25 years. Projects include vulnerability assessments for business continuity planning projects at mission critical operations for major airlines and data centers. Also, he has provided numerous cost-effective solutions for property risk control deficiencies for clients in various industries. These include solutions for storage arrangements and manufacturing hazards.

    October 14
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  • Tax

    At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.

    October 14
    Joe Biden’s proposal for estate and gift taxes is rather straightforward … take us back to the ‘good old days’ before the Tax Cuts and Jobs Act, writes Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners.
  • Alicyn McLeod, CPA, CFP, is a tax advisor at Atlanta Tax. She has nearly 20 years of tax experience and specializes in tax planning and compliance for closely held businesses, individuals and nonprofits.

    October 14
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  • The additions are expected to include financial advisors and customer service agents, and represent a 15% increase in associates who focus on clients.

    October 14
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  • Arnaud Crouzet is vice president of security and consulting at FIME.

    October 13
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  • Heidi Bullock is chief marketing officer at Tealium.

    October 13
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  • Estimates for the deal between the analytics platform and private equity firm LLR Partners go as high as $270 million.

    October 13
  • “If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.

    October 13