The Latest

  • Unlike recent affairs that were marred by protests, this year's meeting — held online because of the coronavirus outbreak — went smoothly as investors overwhelmingly approved the bank's slate of directors and executive compensation plan.

    April 28
    “We will judge ourselves based upon our outcomes, not our words," said Wells Fargo CEO Charlie Scharf.
  • Paul Vancheri is executive vice president of technology at LoanLogics.

    April 28
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  • The firm may have crammed five years worth of user adoption into a single month.

    April 28
    UBS version 3 by Bloomberg
  • Mark Watson, CPA, CFP, leads tax quality control and risk management at Top 100 Firm Weaver.

    April 28
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  • I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

    April 28
    Kimberly Foss
    Mercer Advisors
  • Les Richmond's role in Build America Mutual’s credit underwriting group is to evaluate the pension and other postemployment benefit plans and liabilities of the municipal entities BAM guarantees.Prior to joining BAM, he was with Hay Group, where he was a Senior Principal. His experience includes project leadership of a four-year engagement to conduct an actuarial audit of the five New York City Retirement Systems.Les currently serves as a member of the Advisory Committee of the National League of Cities’ Public Sector Retirement Initiative. The goals of this new initiative are to develop research on trends, challenges and solutions to local government retirement and healthcare, and to engage and educate city leaders on strategies to achieve greater fiscal sustainability in these areas.He is an Associate of the Society of Actuaries, an Enrolled Actuary, a member of the American Academy of Actuaries, and a Fellow of the Conference of Consulting Actuaries. He holds a B.A. in Mathematics from Rutgers College.

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  • Mike Castino is Senior Vice President at U.S. Bank Global Fund Services and serves as Business Development Officer for exchange-traded products.

    April 28
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  • Dylan Curley is Senior Vice President at U.S. Bank Global Fund Services and serves as Global Head of Business Development.

    April 28
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  • Jeff Young is Enterprise Strategist at FIS.

    April 28
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  • Rosie Guest is Global Head of Marketing and Communications at Apex Group Ltd.

    April 28
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