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The No. 1 IBD has completed the NPH acquisition, but CEO Dan Arnold unveiled further growth initiatives amid challenges to its dominance.
May 4 -
A company’s refusal to hire a candidate because their work authorization papers will ultimately expire “may constitute illegal discrimination,” according to the Department of Homeland Security.
May 4 -
Miguel Ballestas was discharged from the firm after allegations of insider trading.
May 4 -
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Allison Hartsoe is chief executive officer at
Ambition Data, a consultancy focused on customer centric transformation, the host of theCustomer Equity Accelerator podcast , and the founder of theCustomer Centricity Conference .May 4 -
Jessica Joseph is an associate and litigation attorney with Foley & Lardner LLP.
May 4 -
John Gomez is CEO of Sensato, which offers cybersecurity solutions, services and consulting.
May 3 -
Carrie Steffen is a founding shareholder and president of The Whetstone Group Inc., which provides growth consulting services to CPA firms and other professional service firms. She has nearly 25 years of CPA firm marketing experience, and serves as president of the CPA Consultants' Alliance as well as on the board of the Association for Accounting Marketing. Before joining Whetstone, she was an in-house marketing director at RSM McGladrey.
May 3 -
Gerry Blass is president and CEO of ComplyAssistant, which provides software and service solutions with a focus on cybersecurity and compliance frameworks and regulations.
May 3 -
Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.
May 3







