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Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.
August 6
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Brad Robertson is founder and CEO of Polyient Labs, a blockchain incubator with offices in Phoenix and San Diego. He has been an entrepreneur in the technology sector for 25 years and earned his JD from Pepperdine University.
August 6
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George White is executive vice president of operations at Custodia Financial, a consortium of retirement industry executives working to solve the problem of retirement plan leakage from 401(k) loan defaults.
August 6
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Daren Blomquist is vice president of market economics at Auction.com, located in Irvine, Calif.
August 6
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The bank, which has made wealth management its central focus, plans to charge its Swiss clients an annual fee of 0.6% on deposits of more than 500,000 euros.
August 6
