The Latest

  • Former head Mark Casady, new chief Dan Arnold and board member Marco Hellman each netted millions.

    February 17
    lpl
  • Harvard Winters previously worked as an investment banker covering financial services companies. He currently writes the Winters Report, an independent equity research publication on U.S. banks. He does not hold investment positions in the banks mentioned in this article.

    February 17
    Harvard Winters writes the Winters Report, an independent equity research publication on U.S. banks.
  • Daniel P. Stipano is the head of the AML/CFT practice at Davis Polk & Wardwell LLP and the former deputy chief counsel at the Office of the Comptroller of the Currency.

    February 17
    Daniel P. Stipano is a partner with BuckleySandler LLP and a former deputy chief counsel for the Office of the Comptroller of the Currency.
  • Dave Martin is vice president of Verifyle, a provider of secure messaging and file sharing solutions.

    February 17
    Dave Martin, Verifyle
  • The unique offering comes amid concern that President Trump will renegotiate NAFTA. Plus; other fund launches.

    February 17
    Mexican stocks are trading near where they were before President Trump’s election victory sent them into a free-fall.
  • Gary Cassidy is director of employee education, communications and wellness for Corporate Synergies, a national insurance and employee benefits brokerage and consultancy.

    February 17
    Gary Cassidy.jpg
  • Gerald Herter served as managing partner for HMWC CPAs & Business Advisors for many years, in addition to serving as a director and regional president of Integra International. Now semi-retired, he has recently become new member manager for Integra International’s Americas, Asia, Australia & New Zealand (AAANZ) Chapter. His travel articles have appeared in the New York Times, Los Angeles Times, Chicago Tribune, and most recently Celtic Life International. Herter also published some of the travel stories in a book, “My Celtic Journey.” He has also written for Accounting Today’s former sister magazine Accounting Technology.

    February 17
    Gerald Herter of Integra
  • Todd Cipperman is managing principal of Cipperman Compliance Services, a firm that offers a third-party perspective on regulatory compliance.

    February 17
    Cipperman-Todd-CippermanCompliance-headshot
  • Blooom CEO Chris Costello says the firm will not develop a white labeled version of its offering, as other robos have done with their platforms.

    February 17
  • Chatter about bank-nonbank combinations pops up frequently, as it did in a low-profile way this week, but there are reasons you should be skeptical even in these anything-could-happen times.

    February 17
    amazon-capone-bl-712