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David Erdman is a managing director at Baker Tilly Municipal Advisors after retiring from a nearly 30-year career as issuer for the state of Wisconsin.
February 14 -
While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.
February 14 -
CEO Sergio Ermotti has struggled to meet key financial targets and he cut his goals again in January, the third time in three years that he’s had to reset ambitions.
February 14 -
The firm, like many of its European peers, has dialed back its ambitions amid negative interest rates and muted client activity.
February 14 -
A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."
February 13 -
Arleas Upton Kea is deputy to the chairman and chief operating officer at the Federal Deposit Insurance Corp.
February 13 -
Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.
February 13
CJPA Global Advisors -
Kate Laminack is a model risk management and validation analyst II at Regions Bank. The opinions expressed in this article are statements of the author’s opinion, are intended only for informational purposes, and are not formal opinions of, nor binding on Regions Bank, its parent company, Regions Financial Corp. and their subsidiaries, and any representation to the contrary is expressly disclaimed.
February 13 -
Tessa Breslin is managing director, Americas at YSC Consulting, an independent consultancy that helps organizations understand if they have the leadership needed to achieve their future strategies. Breslin specializes in individual assessment along with development and coaching of high-potential leaders, especially women.
February 13 -
Paolo Sironi is an author on economics, finance and technology. He is elected member of IBM Industry Academy and mentors top managers on business model transformation in the digital era.
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