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After spending a week holed up with several dozen employees in a New York hotel, the $1.4 billion hedge fund manager returned to Florida with a new focus.
September 14 -
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The program rejoined Cetera's platform after a brief six-month stint with LPL.
September 14 -
Advisors are in trouble if they neglect a client’s health needs.
September 14 -
Edward Niedermeyer is an auto industry analyst, the co-founder of Daily Kanban and the former editor of the blog The Truth About Cars.
September 14 -
Chris Pierson is the executive vice president, chief security officer and general counsel for Viewpost - a FinTech payments company. He is a globally recognized cybersecurity expert and entrepreneur who holds several cybersecurity, anti-fraud, and technology patents. Chris serves on the Department of Homeland Security’s Data Privacy & Integrity Advisory Committee and Cybersecurity Subcommittee and is a Distinguished Fellow of the Ponemon Institute. Previously, Chris was the first chief privacy officer and SVP for the Royal Bank of Scotland’s U.S. banking operations, leading its privacy and data protection program. Chris was also a corporate attorney for Lewis and Roca, representing companies on cybersecurity and data breaches. Chris is a graduate of Boston College (B.A. and M.A.) and The University of Iowa (Ph.D. and J.D.), a sought-after keynote speaker on cybersecurity and privacy and board advisor for startups.
September 14 -
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Charlotte Roberts is senior vice president of e-learning at exam prep provider Roger CPA Review.
September 13 -
Charles J. McLucas Jr., CPA, PFS, AEP, is president of Charitable Trust Administrators, Inc., in Tustin, Calif.
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