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Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.

David Geibel is senior vice president and managing director of relationship development at Girard Advisory Services, a wealth advisory firm headquartered in King of Prussia, Pennsylvania.

Charlie Scharf’s most immediate priorities include mending fences with regulators and getting the bank out from under a Fed-imposed asset cap.

The firm is relying on firm reputation and word-of-mouth referrals for growth.

Tal Gilbert is CEO of Vitality Group, a health and wellness company.

The Philadelphia-based firm takes round one in a complaint involving Broker Protocol and debt issues.

Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.

Charles Scharf will replace interim chief Allen Parker at the bank.

Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.