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The Latest

  • Housing markets
    House-hunting clients may want to avoid these cities

    Many local markets are faring even worse than the national landscape.

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    By Elina Tarkazikis
    Reporter
    March 6
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  • Josephine McCann

    Josephine McCann is a senior marketing associate at AppZen.

    March 6
  • Tax planning
    When advisors have to break bad tax news

    Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

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    By Ingrid Case
    March 6
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  • Peter Margaritis

    Peter Margaritis, CPA, is the director of the School of Accounting Communication Center and an instructor of professional practice at Oklahoma State University, as well as an international speaker, humorist, and the author of “Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life” and “Taking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity.” He has a Master’s Degree in Accountancy from Case Western Reserve University and is a licensed, non-practicing, CPA in Ohio. Margaritis has worked for companies such as Price Waterhouse, Victoria's Secret Catalogue, C&S National Bank, and Ohio Dominican University, and is one of the top thought leaders at the Business Learning Institute, the learning and innovation affiliate of the Maryland Association of CPAs. He is also a member of the AICPA, the Georgia Society of CPAs, the Maryland Association of CPAs, the Oklahoma Society of CPAs, and the National Speakers Association. He is also the past chairman of the Ohio Society of CPAs Executive Board and a former delegate to the AICPA Governing Council.

    March 6
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  • Mark Neeb

    Mark Neeb is CEO of ACA International, the Association of Credit and Collection Professionals.

    March 6
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  • Practice management
    What’s this $10M Morgan Stanley advisor’s best advice for new FAs?

    Nicholas Kavallieratos, who ranked No. 2 on Top 40 Under 40, shared this and other insights into the job.

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    By Andrew Welsch
    Former Managing Editor
    March 6
    Nick Kavallieratos Morgan Stanley advisor
  • High net worth
    Millennial women are feminists, except when it comes to money

    Fifty-nine percent of women age 20 to 34 defer investing and financial planning to spouses, according to a new survey.

    March 6
    UBS wealth management Investor Watch survey 2019 high-net-worth (HNW) women millennial clients
  • Wirehouse advisors
    UBS ratchets up pursuit of rich clients with staff promotions

    The bank elevated 60 financial advisors and 36 Americas staff.

    March 6
    “You want on the one hand to keep getting a relatively decent yield from your investments, but also protect your portfolio against short-term bouts of volatility," said Maximilian Kunkel, chief investment officer for Germany at UBS Wealth Management.
  • Suresh Sambandam

    Suresh Sambandam is the chief executive officer at KiSSFLOW, a disruptive, SaaS-based enterprise-level workflow and business process automation platform with more than 10,000 customers across 120 countries. He is an expert and renowned entrepreneur on a mission to democratize cutting-edge technologies and help enterprises leverage automation.

    March 6
  • Keith Catanzano

    Keith Cantanzano is a co-founder and partner of 2River Consulting Group.

    March 5
    Keith Cantanzano, co-founder and partner of 2River Consulting Group
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