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Withdrawals have topped $17.2 billion this year as investor money shifts to low-fee products.
July 31
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Rachel Lyubovitzky is CEO and co-founder of EverythingBenefits, the leading provider of next-generation automated benefits technology that uncovers hidden costs, eliminates errors and helps keep companies compliant.
July 30
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Chris Wicker is head of partner sales at Xero Americas. As part of the U.S. leadership team, he helps lead all of Xero’s partner growth channels. Prior to joining Xero, Chris was the North America director of accountant partner sales at Sage, and has held senior roles at Restaurant365 Software, Abila, and YourMembership.com. Chris holds an MBA from Southern Methodist University.
July 30
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Joseph Doyle is the Erwin H. Schell Professor of Management and Applied Economics at the MIT Sloan School of Management and co-chair of the Health Sector at J-PAL North America.
July 30 -
Sarah Reimer is the Medical Director of Population Health Research at Aurora Health Care.
July 30 -
The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.
July 30
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Christopher Richards is the chief banking services officer at Cape Cod Five Cents Savings Bank in Harwich Port, Mass. He was recently appointed as a community bank representative to The Clearing House’s Real-Time Payments Business Committee.
July 30
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The certifying body says it will no longer rely on advisors’ reports and it is convening a new task force to modernize enforcement.
July 30
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Successful firms reveal how they appeal to wealthy prospects — and elite advisors.
July 30
