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Marysia Laskowski is an associate of the Financial Services Group at Hunton Andrews Kurth LLP.

Peter G. Weinstock is partner and co-PGL of the Financial Services Group at Hunton Andrews Kurth LLP.

The custodian has restructured the way it services RIAs and plans to scale.

“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.

The regional BD’s accelerating recruiting efforts have boosted headcount.

Charlene Rhinehart, CPA, is managing director of CEO Unlimited LLC. She delivers communication strategies, peak performance messages, and women's wealth and leadership insights to audiences all over the world at conferences, corporations and colleges. With over a decade of experience working with Fortune 500 companies and leaders, her strategy consulting and communications firm has helped professionals enhance their speaking skills so they can increase their impact in the workplace. She is founder of Wealthy Women Daily, editor-in-chief of The Dividend InvestHER newsletter, and author of "Dividends Are a Queen's Best Friend." She also serves as chair of the Illinois CPA Society Individual Tax Committee. She is a graduate of the AICPA Leadership Academy and recipient of the Illinois CPA Society Women to Watch Award and Young Professional Leadership Award.

Trump’s order defers the payment deadline to the end of the year, though Treasury Secretary Steven Mnuchin has said company participation is optional.

More than 600,000 ounces of the precious metal have been added to ETFs since mid-May.

Credit Suisse has discovered fraud at its international wealth management business, two years after it was criticized by a regulator in a similar case that rattled the bank and raised questions about controls.