The Latest

  • “They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

    November 26
    Blue Sky. Signage stands outside a Wells Fargo & Co. bank branch in Evanston, Illinois, U.S., on Tuesday, July 10, 2018. Wells Fargo & Co. is scheduled to release earnings figures on July 13.
  • The hiring spree follows the firm’s move earlier this year to become a member of the Broker Protocol.

    November 26
    Terry Sanctis - Hilliard Lyons - November 26, 2018
  • Should it be custodians? Or the clients themselves? Bob Veres picks a side.

    November 26
    Bob Veres
    Financial Planning
  • The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.

    November 26
    Clients withdrew the funds in the seven weeks through Nov. 16, during which the Swiss asset manager parted ways with CEO Alex Friedman and began a restructuring plan.
  • John Dunavan, director of learning and development at LBMC, is dedicated to helping people and organizations succeed through effective learning strategies. John’s solutions combine cognitive science and educational psychology research, wide-ranging industry application, and proven technology platforms. Over the last 20 years, John’s been leading strategic learning initiatives for foreign and domestic government agencies, Fortune 500 companies, and educational institutions. He and his team recently won an Edge Award from the Leading Edge Alliance for Best Leadership Development Program.

    November 26
    Dunavan-John-LMBC
  • Vincent Gaudel is a compliance expert at Accuity.

    November 26
  • Michael Liberty is a senior analyst at Signify Research.

    November 26
  • Paul Ponzeka is chief technology officer at Abacus Group.

    November 26
  • Christian Auty is a principal at law firm Much Shelist. An experienced litigator, Christian has an established reputation as a strong client advocate and is well-versed in issues on the intersection of law and technology, including data privacy and data breach response, electronic discovery, data storage and retention practices and information governance.

    November 26
  • As Chief Technology Officer, Roi leads OpenLegacy’s research and development activities in creating the first microservices-based API integration and management platform. Roi brings a deep understanding and over 15 years of proven experience successfully leading large projects in Java, web, mobile, cloud, cyber security, and legacy modernization. At Software AG, he managed technology, infrastructure and methodologies in the company’s Israeli R&D lab. He also established a cyber solutions group at Intellinx, and earlier in his career, he spearheaded complex modernization projects worldwide for Sabratec.

    November 22
    di-roi-more-openlegacy.jpg