The Latest

Simon Wilson is director of payments solutions at Icon Solutions.

Charles Schwartz is co-chair of the outreach and communications working group at the Alternative Reference Rates Committee.

Andrew Gray is co-chair of the outreach and communications working group of the Alternative Reference Rates Committee.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

April brought the highest unemployment since the Great Depression. Some of these people are our clients.

Russell Shinsky, CPA, CGMA, is co-managing partner at Anchin, Block & Anchin LLP and a member of the firm’s Executive Committee. He is the firm’s assurance practice leader where he focuses on the efficiency and technical proficiency of Anchin’s attest practice.

Ayme Zemke is a senior vice president of client service at Beehive Strategic Communication.

Changes to compensation plans get put on hold as advisors and firms reel from pandemic’s economic fallout.

Grid stretches, small account policy changes — it’s a lot to keep track of. Our annual compensation report is here to help.

Marc Rosen is co-founder of the Client Experience Institute, where he consults with professional service providers who are looking to redefine how value creation is created, delivered and acknowledged. Reach him at (216) 401-5445 or at mrosen@clientei.com.