The Latest

  • Michael Sonnenblick, J.D., LL.M., currently serves as an editor/author for Thomson Reuters Tax Products group. He holds a J.D. degree from Boston University School of Law and an LL.M. in Taxation from New York University Law School. A member of the New York Bar, he has 20 years of tax experience, including service with a major Wall Street bank and international law firms.

    March 14
    Michael Sonnenblick of Thomson Reuters
  • A seller’s market means firms will need to adjust pay-raise budgets for 2019. They may also need to increase salary offers to attract the best workers.

    March 14
    Kelli Cruz
    Cruz Consulting Group
  • It’s not just clients in high-tax states buying up muni bonds.

    March 14
    NYSE stock trader
  • Alan Conway is the practice group lead for client delivery at Intapp. He helps firms drive profitability and maximize realization.

    March 14
    Conway-Alan-Intapp
  • M&A

    Alternative asset managers are under pressure to broaden their offerings as institutional investors seek to make big allocations to fewer firms.

    March 14
    “Since people are driving in the direction of doing more things with fewer managers, strategic partnerships are going to be a theme for the future,” said Howard Marks, Oaktree’s co-chairman.
  • While Tim Sloan’s total compensation was the smallest among CEOs of the six biggest U.S. banks, his salary was the largest.

    March 14
    Tim Sloan, president and chief executive officer of Wells Fargo & Co., listens during a House Financial Services Committee hearing in Washington, D.C., U.S., on Tuesday, March 12, 2019. Wells Fargo & Co. stock is underperforming Tuesday pre-market as Sloan prepares to appear before a House committee focused on what it's calling a "pattern of consumer abuses." Photographer: Andrew Harrer/Bloomberg
  • Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.

    March 14
    Graphic of ETF Divident Winners in Bull Market
  • Robert Mazur is the New York Times best-selling author of "The Infiltrator," a memoir about his undercover life, much of which was spent acting as a conduit between ruthless drug barons and corrupt legitimate appearing senior executives that cleaned billions in blood- stained money through otherwise respectable international banks and businesses. For years, in the eyes of organized crime leaders he was a highly successful, mob-connected money launderer who helped manage their illicit fortunes. His clients, some of the most famous and deadly drug cartel bosses, issued a $500,000 contract on his life when arrests were made around the world and he was revealed to be a highly trained U.S. federal undercover agent. After completing a highly decorated 27-year career as a federal agent in three U.S. agencies, Mazur is now the president of KYC Solutions Inc., a firm that provides speaking, expert witness and consulting services to companies worldwide. More information about Mazur, his book and the film based on his life can be found at https://www.robertmazur.com/. The views expressed are his own.

    March 14
  • Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.

    March 14
    JDPower2019_Open.png
  • Josh Jones is a manager and client-facing consultant at aspirant Consulting, LLC --- an Atlanta, GA-based consulting firm which specializes in data analytics. With more than a decade of industry experience as a consultant, developer, and team manager; he is proficient in developing solutions that transform data into business-relevant insights. Josh works primary in Tableau, relational databases, and teaching best practices between the two. For more information, please visit, www.aspirent.com. He can be reached at josh.jones@aspirent.com.

    March 14