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They all spent over a decade at their former firm.
August 12 -
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While Guinness Atkinson pursues the first full mutual fund-to-ETF conversion, similar moves have begun elsewhere in the fund industry.
August 12 -
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The fund industry's latest arrivals underline the seismic shifts underway in the business of asset management.
August 12 -
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Joshua Lance is the founder and managing director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and startups.
August 11 -
“I wanted to be able to walk in the door and only be able to answer to one constituency: my clients,” advisor Andy Ferguson says.
August 11 -
A second-term Trump administration would likely continue its deregulatory efforts, focus on Fannie Mae and Freddie Mac's exit from conservatorship, and seek to facilitate fintech participation in the banking system.
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