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It's tough starting a relationship with so much at stake. Here's how.

The firm also granted its new chief stock options worth $4.8 million following a debt refinancing.

Amy Pitter is president and CEO of the Massachusetts Society of CPAs and a past commissioner of the Massachusetts Department of Revenue.

Does the advisory industry need yet another risk assessment tool?

Victoria Emmitt is a registered dietitian health coach at Marathon Health, a company that operates clinics for employer organizations.

Nearly 60% of investors would explore changing firms if forced to switch, according to a J.D. Power study.

A.N. Ananth is CEO of EventTracker.

David Isaacs is a CPA based in New York City. David's areas of focus include financial planning, as well as the taxation of individuals, partnerships, trusts, gifts, and foundations. David is a member of the AICPA, the NJSCPAs, and the NYSSCPAs, as well as an active member of the NYSSCPA’s Family Office Committee. David has a Master of Science in Taxation and a Bachelor of Science in Accounting from Bentley College.

The firm boasts a unique strategy amid an ongoing exodus from junk bonds, which saw $5.68 billion in fund assets desert the securities last week.

Investors are ignoring large estimated payouts as they dump Moscow-listed shares on concern the U.S. won't ease sanctions on Russia as quickly as expected.