-
GJ King is president of RIA in a Box, a firm which provides compliance and operations support to more than 1,400 RIA firms.
January 15
-
Advisors should pay attention to compliance issues and evolving expectations from clients.
January 15
-
Anna Steffeney is the founder and president of LeaveLogic, a software company that provides family leave management solutions to major corporations. She can be reached at anna@leavelogic.com.
January 15
-
The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.
January 15
-
Carly Brooks, a J.D. and CFP, is an associate counsel and member of John Hancock’s Advanced Sales team.
January 15
-
A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.
January 15
-
John DiIorio is chief executive officer of 1st Alliance Lending, based in East Hartford, Conn.
January 15
-
The restructuring comes as a competitor enters wealth management data aggregation.
January 15
-
A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.
January 15
-
