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Steven I. Zeisel is the executive vice president and general counsel of the Consumer Bankers Association.
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Thomas Buck spent 33 years with Merrill Lynch before he was fired in 2015.
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The firm is tapping a pool estimated by LPL to be as large as 1,200 brokers with $35 billion in client assets.
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Both long and short investments focused on volatility were mostly crushed lately.
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Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.
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Janet Clarey is a manager in Learning and Development Research at Bersin by Deloitte, Deloitte Consulting, where she conducts research in the area of learning culture, career development, high-impact learning organization maturity, and learning technology. Janet has more than 15 years in the learning and development profession. Janet holds a B.A. in Communications from the State University of New York at Oswego and a master’s degree in Instructional Design for Online Learning from Capella University. She has also completed coursework toward a doctorate from Syracuse University in Instructional Design, Development, and Evaluation. She lives in upstate New York with her husband, three children, and two corgis.
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The recent plunge raised suspicions that quants had caused or exacerbated the sell-off.
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The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.
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