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Advisors who volunteer their time say they are better able to relate to clients when they actively listen, avoid assumptions and feel with their clients, not for them.
February 3 -
Ekine Akuiyibo is the Chief Operating Officer at Socotra, where he oversees field engineering, product delivery, partnerships, training, and support. Prior to Socotra, Ekine spent 15 years in enterprise software development, sales, and services at Sun Microsystems, BAE Systems, and Oracle.
Most recently, Ekine worked on large scale ML problems at Oracle. He holds a PhD in Electrical Engineering from Stanford.
February 3 -
Minas Kourouglos is Vice President of Mergers and Acquisitions at Trucordia. He has served in that role for five years, having executed nearly 100 transactions ranging from $5M - $100M+ in valuation. Prior to Trucordia, he was the Managing Principal of a commercial insurance agency that sold to Trucordia in 2020. Before the insurance industry Minas spent over 10 years as a management consultant servicing multiple industries. Minas has an MBA from Virginia Commonwealth University and a BS from the University of Richmond.
February 3 -
At least one rule enshrined by President Biden's administration appears safe under President Trump's team. Here's how a 2019 law changed taxpayer disputes.
February 3 -
Regulators can still conduct informal investigations but need higher-up permission to issue subpoenas for testimony or documents.
February 3 -
Out of more than 2,000 moves reducing prices over nearly 50 years, the company says this round represents the largest in its history.
February 3 -
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Whether these are watershed moments or not, markets have taken notice of the latest artificial intelligence advancements.
January 31 -
Millions more taxpayers will be receiving the Form 1099-K in the mail this year for the first time if they were paid $5,000 or more last year.
January 31 -











