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Kevin Hagemeier, ASA, is a managing director at Valuation Research Corporation. He has significant experience with public and private corporate needs including transactional consulting. He specializes in valuation engagements including intangible assets for business combinations, impairment testing, tax restructuring, tax planning and stock options.

Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.

The aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.

Susanna Tisa is a corporate board member, risk management professional and former banker.

Agnes Bundy Scanlan is president of the Cambridge Group LLC, a regulatory risk management advisory firm, and former Northeast director of the Consumer Financial Protection Bureau.

Lyn Farrell advises fintechs and is a consumer compliance attorney and consultant.

The advisors staff the regional BD’s 17th office in Michigan, where it has been on a recruiting streak.

We need to let go of the idea that everyone should own and trade stocks. Some people are emotionally unfit to do so.

With employees working remotely, firms may need to adapt their procedures to deal with heightened fraud risks outside of company systems.