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Howard Fine is special counsel in the corporate department and finance practice of Fried, Frank, Harris, Shriver & Jacobson LLP
March 7 -
Jeff Berkowitz is the founder and CEO of Delve, a Washington-based competitive intelligence firm. He previously managed research and messaging operations for the George W. Bush White House, New York Mayor Rudolph Giuliani’s presidential campaign, the Republican National Committee, and the U.S. Department of State.
March 7
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Jana Shoulders and other financial advisors say tax planning is now essential to attracting and retaining high-net-worth clients
March 7
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RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.
March 7
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Amazon's branded checking account plans pose no immediate threat to wealth management. But advisors should pay attention to the people that the e-commerce giant wants to serve.
March 7
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Beatta McInerney is the business development manager for payments for ScanSource.
March 7
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The firm launched an asset management unit to manage the product, providing access to the estimated $450 billion digital currency market.
March 7
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Religious groups threaten to withdraw shareholder proposal on the bank’s decision.
March 7
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Laz Vekiarides is co-founder and chief technology officer for
ClearSky Data . Before ClearSky Data, he was an EqualLogic and Dell executive. Laz is an expert in data storage, virtualization and networking technologies, and holds several storage-technology patents.March 7
