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2016 was a record breaking year. Expect the same for 2017, says Echelon’s inaugural DealBook study
January 19
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The costs of complying with the fiduciary rule may cause many smaller independent broker-dealers to disappear. Advisor Group plans to take advantage of this trend.
January 19
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Kathleen Aller is director of healthcare business development for InterSystems.
January 19 -
"There is an added sense of urgency now," says Barbara Roper, director of investor protection at the Consumer Federation of America.
January 19
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The large community bank will look to LPL to help the investment services business meet the requirements of the fiduciary rule.
January 19
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Brendan Pedersen covered Capitol Hill and regulatory politics for American Banker until September 2022. From 2019-2021, he covered the Federal Deposit Insurance Corp. and Office of the Comptroller of the Currency as well as fintech policy. Originally from Chicagoland, he was previously a staff writer for Kiplinger's Personal Finance and covered local business affairs in Denver, Colorado for BusinessDen.
January 19
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Eileen Connor-Costilow, MBA, SPHR, is director of human resources for Bober Markey Fedorovich, a Top 20 CPA and business advisory firm in Northeast Ohio. With more than 15 years of experience in human resources, communications and marketing, Connor-Costilow has worked for professional service firms and financial institutions throughout her career. Most recently, she served as director of human resources for the third-largest law firm in Western New York. Connor-Costilow graduated with a BS in Communications from the State University of New York, College of Fredonia. She also earned her MBA in Human Resources Management from the State University of New York, University at Buffalo.
January 19
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Torre is chief executive officer of Copatient. With more than three decades of executive leadership in the healthcare and financial management industries, he leverages his rich experience in private equity-backed and Fortune 500 organizations to help guide the strategic vision of the company.
January 19
