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The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Expenses are rising, but revenue is flat as the regulator holds off on raising member fees.

Consolidators are doubling and tripling RIAs' five-year performance.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.

Mr. Klein is a partner at Kensington Capital Advisors, an independent derivative advisory firm representing borrowers who need advice and counsel related to interest rate, commodity and foreign exchange derivative applications. The practice is national in scope and the Company’s clients operate as non-for-profit (501c3) and municipal organizations, government sponsored entities, tax credit investors, investment banks, and both conventional and non-for-profit real estate developers.Prior to his work at Kensington Capital Advisors, Mr. Klein was a derivative specialist on Bank of America’s derivative trading desk starting in 1995. The client base served by this group encompassed indirect issuers of tax-exempt and taxable municipal debt and public finance professionals, including municipal bond underwriters, financial advisors, municipal reinvestment brokers and bond counsels. The group was responsible for all tax-exempt liability hedging such as swaps for VRDN’s and forward issued municipal bonds. In addition, the group was responsible for all derivative investment products for municipal bond proceeds including forward supply agreements, GIC’s and flexible repurchase agreements for construction funds, reserve funds, debt service funds, escrows, etc.Mr. Klein joined Bank of America (formerly NationsBank) in 1993, after two years with PNC Financial Corporation in the Investment Management and Trust Division. In 1995, Jeff began with the Interest Rate Risk Management Group after working for two years as an analyst in the Bank’s Corporate Finance Department focusing on relationships throughout the southeast and also within industry groups such as Forest Products and Textiles. Mr. Klein’s educational accomplishments include a BS in Business Economics and International Finance from Brown University (1990) and the Danish International School of Business in Copenhagen, Denmark (1988). He has received his series 6, 7 & 63 securities licenses as well as the Chartered Financial Analyst™ (CFA®) designation.

Wealth management has “only increased in relevance as it’s continued to grow,” CFO Jon Pruzan said.

Carl Mazzanti is the founder and CEO of eMazzanti Technologies. His firm specializes in multi-site implementations, outsourced network management, remote monitoring, and support based on Microsoft and related technologies for customers ranging from home office to high-end retail and multinational corporations.

Sean W. Glynn is a partner at Arent Fox LLP and focuses on nonprofit representation. He has significant experience in complex financings, including the securities, corporate, tax and real estate issues that arise in such transactions.

Richard A. Newman is a partner at Arent Fox LLP and advises clients in the areas of real estate and finance, with special emphasis on municipal finance, project finance, and the representation of nonprofit organizations.