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Over longer periods of time, the data makes a compelling partisan distinction.
January 28
Wealth Logic -
Salary increases can make long-term planning more complicated if investors boost their lifestyle instead of their savings, an expert warns.
January 27 -
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The custodial giant is aiming to cut down on the time involved with opening accounts — which advisors often view as a drain.
January 27 -
Kerry Zinn is a principal at Bressler, Amery & Ross P.C. Her practice focuses on financial crime compliance in particular anti-money laundering. She is also a member of the firm’s cannabis practice group and advises credit unions, payment processors and others on complying with the Bank Secrecy Act when servicing marijuana-related businesses.
January 27
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Jessica Westerman is an associate at Katz, Marshall & Banks LLP, a plaintiff-side employment and whistleblower law firm based in Washington, D.C. Prior to joining the firm, she served as a law clerk to the Honorable Russell F. Canan of the Superior Court of the District of Columbia. Westerman received her J.D. from Georgetown University Law Center, and her BA from Princeton University.
January 27 -
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The new recruits expand the firm’s presence in New York.
January 27 -
Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.
January 27
Solutions With Sonya







