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Jonathan Baird, CFP, is chief financial officer of Peoples Bank of Magnolia, a small, family-owned community bank in rural southwest Arkansas.

Sr. Director Global Solutions, OneSpan.

The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.

Ido Ophir is VP of customer success at Personetics

The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.

The broker is part of a wave of new hires at the regional brokerage firm.

A civil filing by an IBD seeks damages for firms and reps “who devoted significant time and resources to building a book of business,” an attorney says.

Mary Scott Nabers is president and CEO of Strategic Partnerships Inc., a business development company specializing in government contracting and procurement consulting throughout the U.S. Her recently released book, Inside the Infrastructure Revolution: A Roadmap for Building America is a handbook for contractors, investors and the public at large seeking to explore how public-private partnerships or joint ventures can help finance their infrastructure projects.

So-called opportunity zones created under the new tax law can offer clients a unique chance to save.

Steven Goddard is product manager for risk at The ai Corporation (ai).