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Christopher Davis oversaw more than 190 brokers operating from eight offices while at Wells Fargo, according to his new employer.
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The Ponzi-like scheme used investor funds to pay other investors’ debts and cover personal expenses.
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In these markets, where the median sales price is under $200,000, affordable homes are within reach.
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The advisor convinced the couple to transfer their retirement savings, but they claim the money never made it to their accounts. Their attorneys say there are other victims.
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It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.
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It’s largely hedge funds that have been bailing out while equity and bond fund managers have remained on the sidelines.
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Raef Lawson, Ph.D., CMA, CSCA, CPA, CFA, is vice president of research & policy at the
Institute of Management Accountants .May 7
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Stephanie Li is a researcher at Forrester Research serving B2C marketing professionals. Her research topics include customer trust and privacy, marketing database operations, and corporate values. She is interested in how customers’ growing privacy concerns are changing marketers’ behaviors and how the nature of marketing is changing amid global regulations, such as the General Data Protection Regulation. She is also tracking the convergence of marketing technology and advertising technology.
Previous Work Experience
Steph was previously a senior research associate on the B2C marketing team. She supported the team’s research on privacy, customer insights service providers, marketing measurement, TV and online video, corporate values, email marketing, and social marketing.
Before joining Forrester, Steph was an account executive at the public relations agency Text100. She supported B2B technology clients with their media and analyst relations programs and created contributed articles, press releases, blog posts, and other digital content.
Education
Steph graduated magna cum laude with a B.A. in international affairs from Northeastern University.
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