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More than $1 trillion is invested in bond ETFs, with trading leaping 41% in 2018 from a year earlier, according to research.

Her hospitalized client's accounts had more than $14 million in transactions over a nine day period, according to FINRA.

John Barnes
Vice President, Platform Strategy — Wolters Kluwer Tax and Accounting North America
John’s responsibilities include strategy development and portfolio management of Wolters Kluwer’s North American tax, audit and workflow software platform solutions. He has 20+ years of experience in accounting and financial systems, software development, and management. Prior to joining Wolters Kluwer, John managed Tax Planning, Sales & Use Tax and Fixed Assets Management software solutions for accounting firms and corporate clients of all sizes.

Pat Gineris, CPA, EA, Managing Principal, Gineris & Associates
Pat joined 3^rd generation family-owned accounting firm, Gineris & Associates, working summers and breaks while in school in the 1980’s and early 1990’s. He graduated from the University of Illinois, College of Commerce, School of Accountancy – one of the nation’s preeminent accounting schools – in 1992. Upon graduation, he joined Genieris & Associates full-time, earning his CPA designation and Elijah Watts Sells Award in 1992.

Those planning to head back to the workforce are advised to set boundaries at their new jobs and continue doing the things they enjoy in retirement.

Renee Fink
Vice President – Tax
AgCountry Farm Credit Services

“We all agree a conflict could arise in the future,” Schweiss says. “There are ways of potentially dealing with that.”

The firm is finding it harder to squeeze more profit out of its wealth management business.

The latest move is part of the regional broker-dealer’s western expansion, including teams in Colorado, Arizona and Oregon.

By slashing fees, custodians are also eliminating special ETF platforms they had spent the past five years building out.