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The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.

He used client funds money to pay for massages, jewelry and to shore up his wife's failing pet store.

Louis Louw is the owner of Elite Sport Socks. He is passionate about business, technology, and rock climbing. Elite Sports Socks sells personalized socks for sports teams and school fundraisers.

Bill Wardwell leads the product and business strategies for the Paymode-X Business Solutions line of business at Bottomline Technologies. He also has responsibility for creating strategic relationships with industry partners, including ERP providers, card networks and fintechs. He has more than 15 years of experience in the technology and banking industry with a focus on business payments and working capital solutions.

The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.

David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.

The potential for higher taxes next year may accelerate deals.

Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.

Eddie Davis is VP of business development for FINSYNC, a consolidated cash flow management platform focused on helping businesses grow