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The IBD network has retained Goldman Sachs for a structural review that could have major implications.

Michael Lebor is CMO and SVP, Innovation for AmTrust Financial Services, a multi-national property and casualty insurer. Contact him at michael.lebor@amtrustgroup.com.

The advisor fleeced the duo of nearly $1 million by misappropriating their stock holdings and initiating unauthorized wire transfers from their bank account, prosecutors allege.

One recruiter argues the firm is losing talent because it will eventually exit the Broker Protocol.

The firm reported $33.9 billion in redemptions from active funds over the last year.

Rachel Witkowski was the tech/AI reporter at Financial Planning. She was previously a lead editor at Forbes Advisor, overseeing their loans and housing verticals. During her career, she reported on financial regulation and fintech at American Banker and The Wall Street Journal.

Witkowski was also a finalist for a Jesse H. Neal award for business journalism for her coverage of employee discrimination at the Consumer Financial Protection Bureau, which led to several hearings in Congress and a $5 million reimbursement to CFPB staff.

Phil Waldeck is the president of Prudential Retirement, a business unit of Prudential Financial, Inc. The Prudential Insurance Company of America and its Affiliates Newark, NJ.

Managers sold $24.6 billion of the loans in the region last year, the most since the financial crisis.

Matt Waters, CPA, MBA, CGMA, has more than 15 years of experience managing accounting and finance. He has worked with both small organizations and large public companies including The Home Depot and American Tower. His expertise includes process improvements and software evaluation for the FASB’s new lease accounting guidance issued in February 2016.

While at Home Depot, he led the project to consolidate data for real estate, equipment and other leased assets into a single department, which increased efficiency for the preparation of financial reports, 10K footnotes, budgets and forecasts. Organizing lease data allowed the business to see patterns, eliminate waste, and make more informed decisions. Ultimately, his project enabled company-wide quality control over leased assets that reduced over-payments and other costs, which added money back to the bottom line.

Waters became a Certified Public Accountant in February 2004 and a Chartered Global Management Accountant in July 2012. He received his MBA from the University of Alabama at Birmingham.