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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.”

Fake name, phony credentials, Ponzi-like payments but real victims — this is what authorities are saying about this business.

Snezana Zlatar is the senior managing director and head of financial wellness advice and innovation at TIAA.

Satish Pai is an orthodontist with Putnam Orthodontics in Carmel.

While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.

As part of a two-step deal involving Australian investment bank Macquarie Group, LPL will pick up 900 advisors and $63 billion in assets.

Tim Rogers is senior vice president and global general manager of omnichannel and CRM at Criteo.