The Latest

  • The firm’s headcount declined slightly in the quarter, but advisors’ productivity remains strong and growing.

    April 24
    Ameriprise client assets
  • Lynne Doughtie is U.S. chairman and CEO of KPMG LLP. She also is a member of KPMG’s Global Board and Executive Committee. From 2011 to 2015, Lynne served as vice chair of KPMG’s Advisory business, establishing Advisory as the firm’s fastest growing business. She also oversaw the expansion of KPMG’s capabilities in innovative services and solutions, including information security, strategy, digital/mobile, and transformation. Lynne began her career in KPMG’s Audit practice in 1985 and has served in a number of national, regional, and global leadership roles, including lead partner for several of KPMG’s major clients. Lynne is a governing board member for the Center for Audit Quality and a member of The Committee of 200. She also serves as a board member for NAF, the Partnership for New York City, and LUNGevity.

    April 24
    Lynne Doughtie of KPMG
  • Alexandre Bilger is president and chief executive officer at Sinequa. With over eighteen years of experience as a top executive within enterprise software, Alexandre has a proven ability to build and lead high performing organizations. In addition of being a thought leader, he is passionate about cutting edge technologies i.e. artificial intelligence, machine learning, cognitive computing and NLP. Prior being appointed CEO of Sinequa, Alexandre co-founded and was chief technology officer at E-Front, a data-processing software vendor specializing in the financial industries. He started his career as a lead architect at NAT System, a leading client server development tools vendor.

    April 24
  • Gediminas Ziemelis is chairman of the board of Avia Solutions Group.

    April 24
  • Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.

    April 24
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  • Nacho De Marco is CEO of BairesDev.

    April 24
  • A compliance manager from the firm was also injured in the attack, according to Canadian media reports.

    April 24
    Guggenheim isn’t selling Invesco its institutional funds, which make up most of the firm’s $237 billion in assets, according to someone with knowledge of the deal.
  • Tulsa Federal Credit Union’s sole advisor, who joined from Merrill Lynch, is already months ahead of schedule.

    April 24
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  • Ken Foster, Ph.D., is president of Green Oak Technology Group, LLC, a Southeast Michigan consulting firm focused on new product development and innovation. He has 25 years of experience as a materials scientist, product developer and R&D executive.

    April 24
  • The fresh funding demonstrates the support behind the concept of simple apps that help consumers save and invest.

    April 24
    George Friedman