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The RIA bolsters its New England presence with a $1.5 billion team in Boston.

Geopolitical friction and a slowdown in global economic growth have boosted the metal’s demand despite signs of recent wavering.

Clients should consider paying more deductible expenses before year-end if their total itemizable deductions will be close to their standard deduction amount.

The bank has been investing in electronic technology and sharpening its focus on trade execution, trying to unseat Morgan Stanley as Wall Street’s top stock-trading shop.

Clients of the $112 billion Fisher Investments, including large institutions, are in a position to reevaluate their relationship with Fisher after he shocked attendees Tuesday with lewd comments at the Tiburon CEO Summit.

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Mark Gervase, director of product marketing for Bill.com, works with accountants and firms to grow their businesses and achieve efficiencies through automation and cloud technologies. He is a former CPA, has a background in financial technology, and holds an MBA and a B.A. from the University of California, Berkeley.

Randy A. Fox, CFP, AEP, is the founder of Two Hawks Consulting LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He is currently the editor-in-chief of "Planned Giving Design Center," a national newsletter and website for philanthropic advisors. He is a past winner of the Fithian Leadership Award by the International Association of Advisors in Philanthropy. Reach him at randyafox1@gmail.com

Joseph Mazzucco and at least two dozen other advisors affiliated with the No. 1 IBD in eight moves over a seven-week span.

Shari Dodgen is the Director of Strategic Relationships and Product Marketing for Mid/large firms at Wolters Kluwer Tax & Accounting North America. She is responsible for defining the overall product marketing strategy for the company’s award-winning professional software products, as well as building and expanding strategic relationships with professional associations and accounting organizations to drive increased value to individual firms.

In addition to her 12 years as publisher of Cygnus Business Media’s CPA Technology Advisor, Shari has extensive experience developing integrated custom media programs and expertise in business-to-business communications, including strategic planning, partnership development, program execution, marketing and sales.