The Latest

  • Michael Palantoni is director of platform strategy and operations for athenahealth.

    January 3
  • The frothy seller’s market for advisory firms may be coming to end, says veteran dealmaker Peter Raimondi.

    January 3
    Dakota Wealth Management CEO Peter Raimondi thinks RIA valuations could fall this year.
  • The SEC is running on a skeleton crew that effectively halts routine oversight.

    January 3
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  • Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

    January 3
    Thumbnail for Video: A tax benefit surprise for philanthropic clients?
  • Michael Heinrich is founder and CEO ofOh My Green, a concierge-style provider of healthy food and wellness services for corporations of all sizes. Following several demanding jobs where he spent afternoons sluggish and tired after sugar-crashing on M&Ms and soda, he was inspired to create a business focused on making workplace food offerings more nutritious, healthy and delicious.

    January 3
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  • They may trade like stocks, but a new report suggests investors stop treating the two like they are one and the same.

    January 3
    Treating ETFs as a class of assets independent from stocks is among the nine biggest market structure trends for 2019, according to a report from Greenwich Associates Wednesday.
  • Jennifer Curry is senior vice president of global cloud services at INAP. She is an operational and technology leader with over 17 years of experience in the IT industry, including seven years in the hosting/cloud market.

    January 3
  • Russel Davis is chief technology officer and chief operating officer at Vcinity. He has over 25 years of experience in management, operational and technical leadership roles ranging from start-ups to Fortune 500 companies. Prior to joining Vcinity, he was COO and CTO of Bay Microsystems, the co-founder and COO of a well-funded venture developing telecommunications hardware and the service platform managing NFC devices and transactions for transportation and payment systems. He also served as CTO and VP of Product Development for CIC (public company), Director of Services for Everex Systems (acquired by FPG), Field Services Engineering Management at Centel Information Systems (acquired by Sprint) and supervised onboard Electronic Warfare operations in the US Navy.

    January 3
  • Corey Needles is senior vice president and general manager at INAP USA.

    January 3
  • Concerns mount about the aggregator counting tuck-ins as organic growth.

    January 2
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