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Find out which of the largest regional firms were represented by the best bosses in wealth management.

Patrick Rehfield focuses on matters related to executive compensation, payroll tax, and employee fringe benefits. He advises private and public companies on designing and implementing nonqualified retirement plans, equity compensation plans, and executive compensation arrangements. He also counsels publicly traded companies on reporting and compliance matters involving the SEC, with a focus on proxy and disclosure issues, executive compensation, and corporate governance.

Saghi (Sage) Fattahian counsels clients on all aspects of health and welfare plans. She works with clients to comply with the complicated, shifting requirements under the US Internal Revenue Code, ERISA, ACA, COBRA, HIPAA, MHPAEA, GINA, and state and local laws.

The features and functionality of Financial Planning’s redesigned website

Industry veteran Scott Schmid will oversee the San Diego market for its Private Client Reserve beginning May 9; hopes to double headcount in 2 years.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

Planning early helped contribute to the success of retirees who are living a happy life; plus, when it's ok to ignore the gospel on retirement

The large Northwest Pacific institution abandoned its third-party broker-dealer for CUSO Financial Services.

Sydney Marzeotti is a vice president of State Street Global Advisors and senior fiduciary officer of the independent fiduciary team within the defined contribution group. The independent fiduciary team handles all independent fiduciary transactions and company stock investments for defined contribution, defined benefit and non-qualified plans. Sydney joined the department in 2002 after serving over 20 years at Scudder Investments in various capacities including director of ERISA services and director of global retirement plans.

Sydney holds an LLM in Taxation from the Boston University School of Law, a JD from Suffolk University and a Bachelor of Business Administration from the University of Michigan. She is licensed to practice law in Massachusetts.