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Disclosing such information is rare in wealth management, but long overdue, says Andy Sieg.
November 19
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Greg Murray is managing director and head of payables and receivables product management at Santander.
November 19
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For some, estimated tax payments are a non-issue. Others may earn all of their income from sources that don’t withhold amounts for federal income taxes.
November 19
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Necessary new approaches include better cultural understanding, more flexibility for new entrants and more outreach, advisors and executives say.
November 19
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Shannon Schuyler is PwC’s U.S. chief purpose & inclusion officer, a role that brings together unique insights and perspectives from her prior roles as chief purpose officer and responsible business leader to the chief diversity officer role. With the responsibility for activating PwC's purpose — to build trust in society and solve important problems — and furthering diversity, inclusion and equity across the firm’s workforce, she helps create an environment that celebrates identity and intersectionality as a way to drive innovation and business value. Outside PwC’s walls, she focuses on the role PwC plays in communities and to provide opportunities for partners and staff to use their skills to respond to systemic challenges that have created disparities across society.
November 19
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Two women employees at the firm’s Newport Beach, California office say they were demoted after reporting instances of bias and harassment.
November 19
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The guidance clears up the tax treatment of expenses when a loan from the Paycheck Protection Program hasn’t been forgiven by the end of the year.
November 19
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The former wirehouse team oversaw $1.15 billion and will staff a newly opened office for the regional BD.
November 19
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The top 20 have delivered overall outperformance. However, their gains come with fees more than twice the industry average.
November 19
