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Luc Gueriane is chief commercial officer at Moorwand.

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.

“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.

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.

The advisor is asking a judge to reconsider the order, saying he wasn’t given a chance to defend himself against accusations of violating a non-solicitation agreement.

The firm will also pay a penalty and offer to buy back variable annuities the former broker sold to 21 other investors.

One of the largest professional designation and training schools launched a program to award free tuition to at least 25 students in the next year.

The hires hail from Morgan Stanley and Wells Fargo.

Gregg Genovese, CPA, is practice leader of The Bonadio Group’s Outsource Accounting & Finance Team.