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Daniel Leal, CFP, CRPC, is a wealth advisor at Carson Wealth in Omaha, Nebraska. Previously, he was a wealth advisor at Merrill Lynch Wealth Management. He serves on the board of El Centro de las Américas, a nonprofit supporting the Hispanic community.
September 23 -
The plan is just "phase one" in a broader proposal to allow greater trading with digital assets.
September 23 -
JPMorgan credits Sieg for helping to oversee the absorption of First Republic Bank and drive the firm's revenue and net new asset figures higher.
September 23 -
New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles.
September 23 -
The new tax law won't completely eliminate the complicated tax incentives for food on the job, but experts suggest businesses may change up their menus.
September 22 -
Even as Canadian investor and "Shark Tank" co-star Kevin O'Leary broke records last month with the $13 million basketball card he helped purchase, experts warn that there are pitfalls.
September 22 -
Gordon Bava is a senior partner in the Los Angeles office of Manatt, Phelps & Phillips, LLP. His practice focuses on mergers and acquisitions, special committee representation, private and underwritten securities offerings and general corporate representation of clients in a variety of industries. Manatt, Phelps & Phillips is a multidisciplinary, integrated national professional services firm.
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