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The advisors are based in Florida, while the new executive will oversee the New York tri-state area.
July 13
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Andrew Lassise owns Rush Tech Support, a managed IT service provider and member of Accounting Today's VAR 100 that specializes in cybersecurity and IT for accounting firms.
July 13
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Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.
July 13
Broadridge Financial Solutions -
A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.
July 13
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U.S. officials have raised questions about the security of TikTok, which is owned by Chinese company ByteDance.
July 13
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With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.
July 13
