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An RIA owner accused the custodian of aiding his chief compliance in setting up a competing firm.
August 7
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As the Director of Project Management for Firm Management (FM) at Wolters Kluwer, Mark focuses on the vision and strategy of all FM products and delivering customer and shareholder outcomes within the FM solutions set. Mark has extensive experience within both the Fortune 1000 and large public accounting firm spaces. He is a frequent speaker on business process management and workflow advisory consulting, tax and accounting outsourcing, and productivity enablement software deployments.
August 7
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Tony Klimas is a partner and president of
Horváth US . He was previously a principal and leader of the global finance practice at Ernst & Young LLP.August 7
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Seeking out talent in unlikely places and helping it grow will yield impressive ROI.
August 7
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The asset manager said it’s seeking a head of ETF capital markets in a post on LinkedIn.
August 7
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The panel has had 13 public meetings since the Massachusetts senator’s last appearance, in May.
August 6
