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Warnings from the brokerage sector as Nevada advances a uniform fiduciary rule have a familiar ring.
March 20 -
Guy Maddalone is the founder and CEO of
GTM Payroll Services , a firm that provides payroll, tax, insurance and compliance services for families that have hired household employees.March 20 -
Ann Kossachev is director of regulatory affairs at the National Association of Federally-Insured Credit Unions
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Girish Ramachandra is one of the leaders within Wipfli's technology consulting division, focused on helping companies transform their business through technology innovation.
March 20 -
The advisor trio joined the firm after its best recruiting year ever.
March 20 -
Cautious clients and muted markets are making CEO Sergio Ermotti’s job more difficult.
March 20 -
After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.
March 20 -
Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.
March 20 -
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Dr. Janell Straach has a diverse background that includes academic and industry experience. She holds a Bachelor of Science degree from Angelo State University, a Master of Computer Science degree from Texas A&M University, an MBA from The University of Dallas and a PhD from The University of Texas at Dallas. Prior to her current assignment with the UT Dallas Department of Computer Science, she worked for IBM and a Texas-based utility organization.
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