The Latest

  • April 8
  • Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.

    April 8
  • Raef Lee is managing director and head of the new services and strategic partnerships division at Independent Advisor Solutions by SEI. Follow him on Twitter at @SEIRaefL

    April 8
    Raef Lee, Managing Director, SEI
  • Ryan VanderVelden is a manager with KBKG specializing in cost segregation and fixed asset services. He has over four years of experience conducting cost segregation studies, fixed asset reviews, repairs/maintenance cost analyses, and retirement studies.

    April 8
    vandervelden-ryan-kbkg.jpg
  • Malik Javed is a principal and oversees engineering operations for cost segregation projects at KBKG. He is a certified member of the American Society of Cost Segregation Professionals (ASCSP) and is currently a member of the ASCSP Technical Standards Committee. Since joining KBKG in 2004, he has performed thousands of cost segregation studies for clients in various industries, regularly reviewed architectural and engineering drawings and construction cost budgets. He has provided continuing professional education to hundreds of CPAs across the country on various real estate tax issues. He has also successfully represented KBKG’s clients in an IRS audit.

    April 8
    javed-malik-kbkg.jpg
  • As Research Director of Aite Group’s Retail Banking & Payments practice, Julie Conroy covers fraud, data security, and anti-money laundering issues. She has more than a decade of hands-on product management experience working with financial institutions, payments processors, and risk management companies, including a number of years leading the product team at Early Warning Services. Julie is often quoted in numerous media outlets, including The Wall Street Journal, U.S News and World Report, American Banker, and the New York Times.� Julie is fluent in Spanish and holds an M.A. in International Policy from the Monterey Institute of International Studies and a B.A. in Business Administration from the Michigan State University Honors College.�

    April 8
    Julie Conroy
  • They're following other firms that are delaying, shortening or going virtual as efforts to slow the crisis leave employees working from home.

    April 8
    Morgan-Stanley-Bloomberg-real-estate-night
  • If the price declines enough, it can breach a barrier where the investor starts suffering one-for-one losses all the way to zero.

    April 8