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Charles Scharf has since apologized that his comments in a virtual meeting this summer were "misinterpreted."

Jim Buffington, CPA, is an advisory services leader with Intuit Accountants. He has 20+ years of professional experience in sales management, public accounting, strategic alliances, product marketing, business process design, new business development and strategic planning. Connect with Jim on Twitter @jimatintuit.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.

The senior executives, all from the company’s consumer banking unit, agreed to pay six-figure fines in connection with the 2016 unauthorized account scandal.

Bleakley Financial Group also picked up an ex-hedge fund portfolio manager while expanding its national footprint.

Ilana Isakov Katz is a consultant at Winding River Consulting and a principal at the Marketing Communications Consulting Group. An award-winning marketing professional, she was previously marketing director at a Top 100 Firm for over a decade.

The seven advisors managed more than $450 million in combined client assets.

While some big Wall Street firms are seeking to get staff back to the office, there are already signs of how challenging that could be.

Relations between the world’s two largest economies are at the lowest point in many years.

The final regulation includes guidance on the requirements needed for properties to qualify for the deduction.