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Bill Bynum is CEO of HOPE (Hope Enterprise Corp., Hope Credit Union and Hope Policy Institute), a family of organizations that provides financial services; leverages resources; and engages in policy analysis to strengthen communities, build assets and improve lives in Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

Lauren M. Schadle is CEO of the Financial Planning Association.

Zachary Jarvinen is head of technology strategy, AI and analytics at OpenText.

Rob Mesirow is a principal at PwC’s Connected Solutions.

Advisors need to be willing to take a financial hit for clients

There are still several moves that clients can make to reduce their 2018 tax bill.

The new hires join from rivals Merrill Lynch, Hilliard Lyons, Charles Schwab and Wells Fargo.

The presidential hopeful ups the pressure on FINRA and lays down another plank in a platform seen as hostile to Wall Street.

Errors are regrettably common. They are also easily avoidable.

The firm’s new recruits include a 31-year Merrill Lynch veteran.