The Latest

The latest hires join the regional firm from Wells Fargo and RBC.

Shafat Qazi, founder and CEO of BQE Software, is an engineer-turned-entrepreneur who created the time billing software, BillQuick, while still in college.

Help could be on the way for retirement-age clients asking prickly questions about coverage options.

Ryan Carrere is a partner with Mopsick Tax Law LLP in Sacramento, Calif. His practice focuses on tax controversy matters before the IRS, the California Franchise Tax Board, the Employment Development Department, and the State Board of Equalization.

Steven J. Mopsick is a federal tax attorney with Mopsick Tax Law LLP in Sacramento, Calif. Prior to working in private practice, he served with the IRS for 30 years as a tax law specialist, trial attorney before the U.S. Tax Court, and special assistant to the deputy chief counsel. He also taught IRS civil and criminal practice and procedure as an adjunct professor of law at the University of The Pacific, McGeorge School of Law for ten years.

The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.

Wealthy clients are demanding more services and help planning their lives, the regional firm says.

The new comp plan for its employee channel advisers goes into effect in September.