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.Juan Hernandez is CEO of Openfinance.

If passed, non-spouse heirs would be required to drain assets within 10 years after the owner’s death.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

Cathy Bessant is among executives who remain in talks with Wells Fargo, while JPMorgan Chase’s Gordon Smith won’t be taking the job, according to people with knowledge of the situation.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.

Summit Brokerage Services will fold 450 advisors into one of the 41 OSJ regions under Cetera Advisor Networks this summer.

Ane Ohm, CPA, is a former Big Four auditor and now CEO of LeaseCrunch, which provides cloud-based lease accounting software for CPA firms. Previous roles include CEO of HarQen CEO, president of LaserNet (acquired by Apex),vice president at Cielo, and vice president at Strong Financial Corp. She started her career as an auditor with Coopers & Lybrand (now PricewaterhouseCoopers) after graduating from the University of Wisconsin at Madison.

Marc Jeffreys is General Manager – Health for Gradient AI, a leading provider of customized artificial intelligence solutions for the insurance industry. The company's full-cycle management platforms help improve loss ratios and profitability by predicting underwriting and claims risks with heightened accuracy and reduce quote turnaround times and claim expenses through intelligent automation.

Jeffreys' 30-year career includes extensive experience in the health insurance and financial services segments. At Gradient-AI, he oversees all facets of the Group Health business unit, including customer engagement, strategic direction and innovations development.

Crystal Solomon is a client business executive for CO-OP Financial Services.