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The proposed acquisition is under scrutiny from advisors as well as the Justice Department.
February 10
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Gary Shamis is the principal of Winding River Consulting, as well as co-founder and host of the Winning Is Everything Conference, and the author of "Building Blocks" and "How to Manage Your Accounting Practice." A serial entrepreneur, he built a Top 100 Firm, and co-founded The Advisory Board.
Ilana Isakov Katz is a consultant at Winding River Consulting and a principal at the Marketing Communications Consulting Group. An award-winning marketing professional, she was previously marketing director at a Top 100 Firm for over a decade.
February 10 -
Two prominent female advisors are joining forces to target first-generation wealth builders.
February 10
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A chance phone call and breakfast changed these advisors’ career trajectories.
February 10
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The bank's asset management arm will introduce products “where they exhibit efficiency advantages over index funds.”
February 10
