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Ashraf Elkotaney, CPA, CFE, CMA, CFM, DipIFR, CGMA, is a partner at J&S Management Consulting, LLC and a Tax Pro Expert at Intuit.
January 10
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Phil Johnson is the CEO of BHS Specialty Chemicals and serves an operations executive with Dubois Chemical.
January 10 -
Mr. Pfeffer co-founded Post Capital Partners in 2004 and has more than 25 years of private equity and M&A experience
January 10 -
Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.
January 10
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The firm has appointed company veteran Doug Brigman to run the Tampa Bay complex.
January 10
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In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.
January 10
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The popularity of mobile-first investment apps will help automated advice mature, researchers predict.
January 10
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Liquidity and valuation are the regulator’s key areas of concern.
January 10
