The Latest

  • As interest rates rise, should advisors' thinking change?

    June 15
    30 Days - Day 15
  • The funds have the potential to distort stock prices and to inspire a large-scale market sell-off.

    June 15
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  • TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.

    June 15
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  • Paul Centopani is an editor for National Mortgage News. Prior to joining Arizent, he worked as an editor at a private equity publication and freelances as a sports writer in his spare time. Paul grew up in Connecticut, graduated from THE Binghamton University and now resides in Chicago after seven years as a New Yorker.

    June 15
    Paul Centopani
  • Charlotte Corley is chairman of the Conference of State Bank Supervisors and commissioner of the Mississippi Department of Banking and Consumer Finance.

    June 15
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  • Mohit “Mo” Sahgal is the vice president of analytics at Paradigm Technology, a technology and business consulting firm. He is an accomplished senior executive with decades of management consulting experience. He also has extensive expertise in data warehousing, enterprise information architecture and complex data integration. Mo has held various leadership positions including senior executive at Accenture, partner at Capco, partner at IBM and executive director at Ernst & Young LLP. His LinkedIn profile can be found here.

    June 15
  • Affluent clients have "a fairly low awareness of fees," according to new report.

    June 14
    Pricing awareness
  • Chris Raimondo leads EY’s Robotics and Intelligent Automation practice for the Insurance sector. Chris has more than 15 years of Insurance process improvement and technology experience. In addition to leading US- and Canada-based insurance organizations through large-scale operational transformation programs, Chris has been involved as a business architect and program advisor in insurance operational and technology transformation programs across Europe, Asia-Pacific and Australia.

    June 14
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  • Rob Dietz is a Principal in the Advisory Services practice of Ernst & Young LLP. He has more than 20 years of experience in Property and Casualty (P&C) insurance. His work in the P&C insurance industry includes business and technology transformation, business process reengineering, software evaluation and selection, business case development and managing the delivery of large-scale technology implementation programs in onshore and offshore models, including multiple full lifecycle implementations of core insurance systems across a variety of platforms.

    June 14
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  • Seniors receiving pension payments should ensure that their tax withholding is enough to cover the tax liability on the income and avoid trouble with the IRS.

    June 14
    "The tax cut for small business pass-through income is a hard-to-understand, convoluted mess that CPAs will be trying to figure out for their clients for months, maybe even years, to come,” according to an expert.