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John Schrader is a managing director in the Alternative Asset Advisory practice at Duff & Phelps, with over 20 years of fixed-income, capital markets and investment banking experience.

Jennifer Press is a managing director in the Alternative Asset Advisory practice at Duff & Phelps and is responsible for service capabilities in structured credit and whole loans, bringing over 17 years of fixed-income and capital markets experience.

Jonathan Jacobs is the global financial services industry leader at Duff & Phelps, with more than 30 years of experience in financial consulting.

Sr. Director of Health Strategy, Springbuk

The firm has picked up 19 advisors and opened six offices this year.

Denika Tokunaga says breaking into the profession can be difficult if you don’t fit into the traditional image of a financial advisor. Here’s how she did it.

The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.

Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”

The Reverence Capital Partners-backed network would expand into nine subsidiary brands with 11,500 advisors under the deal, taking the selling firm private.

The triple-tax savings and investment vehicle is underutilized, but can help clients save for upcoming healthcare expenses.