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Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.
February 7
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The name of the firm signals how she aims for the firm to be something more than a financial advisory company to women who are entrepreneurs and professionals.
February 7
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Ryan Stokes is Vice President, Business Development, Claims TPA & Solutions at
Xceedance , a global leader in consulting, technology, operations support, and data solutions for the insurance sector. He focuses on growing the TPA/claims solutions with new partners and exploring new markets. Stokes has extensive knowledge and expertise in the property and casualty insurance industry, specifically in claims management, valuation and loss adjustment services.February 7
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David Trapp is CEO of
ArmorPoint and its parent companyTrapp Technology , both of which he founded in 2007 and 2018, respectively. He has almost two decades of experience in cybersecurity and IT services.February 7
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Bessent said the Internal Revenue Service would be largely spared from DOGE's cost-cutting — at least until after the April 15 filing deadline.
February 7
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In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors leading the pack.
February 7
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President Donald Trump outlined his tax priorities in a meeting with Republican lawmakers, including expanding the state and local tax deduction.
February 7
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Those who have taken the time to produce this audio, and sometimes video, content say it's a valuable way to connect to prospects, clients and others in the industry.
February 6
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Thrust into the top leadership role, Rich Steinmeier oversees strong results in his first six months.
February 6
