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The firm expands on both coasts with Glasband Stempel Wealth Management in Florida and Carol Wilshire in California.

Funds that buy debt backing sustainability matters grew 12% from the end of 2019 globally, reaching a record $209.5 billion of assets, data show.

Waiting until year end to factor in portfolio volatility is risky business.

Ryan Dooyema is senior regional director at Russell Investments

The bank is more diligent than its rivals in helping to reduce the spread of coronavirus, according to a new study.

Kim Gottschalk is chief of strategy at Accounting Principals.

After an SEC lawsuit, Dan Kamensky now faces criminal charges including securities fraud, extortion and obstruction of justice.

C. Pierce Campbell is a shareholder and the CEO at Turner Padget. He advises new and established businesses on any kind of problem they may encounter and is skilled at keeping those issues from becoming bigger legal hurdles. He may be reached at (843) 656-4429 or pcampbell@turnerpadget.com.

JPST, which tracks investment-grade securities maturing in a year or less, has attracted over $3.7 billion in flows this year.

Charles E. Davis, PhD, CPA, CMA, CGMA, is a Professor of Accounting at Baylor University. He has published numerous academic and practitioner articles, as well as a managerial accounting textbook now in its 4^thedition. He currently serves on the Strategic Finance Editorial Review Board and is a past member of the AICPA’s Accounting Education Executive Committee and Precertification Education Executive Committee. Timothy Lindquist, PhD, is the PricewaterhouseCoopers Professor of Accounting at the University of Northern Iowa. Having previously served on the editorial board of Issues in Accounting Education, he has published numerous research articles in a mix of high-level academic journals and high-impact practitioner journals. His experience in higher education spans nearly 40 years. Joseph Ugrin PhD, CPA, is the Deloitte Professor of Accounting and head of the Department of Accounting at the University of Northern Iowa. He has published nearly two dozen research articles and serves as the associate editor for Advances in Accounting and on the editorial boards for the Journal of Information Systems and the Accounting Educators Journal. He is a CPA and the past chair of the AICPA’s Precertification Education Executive Committee.