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We sifted through a stack of nominations and selected these eight bank advisors as up-and-comers in the industry.
February 3
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Brian Gifford, Ph. D., is director of research and management with the Integrated Benefits Institute in San Francisco.
February 3
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Marathas is managing partner of Marathas Barrow & Weatherhead LLP, a Boston-based employee benefits, executive compensation and employment law firm that services clients across the country. Marathas is one of the most sought-after advisers on the requirements of the Affordable Care Act. He is co-author of the leading employer resource book on the subject, The New Health Care Reform Law: What Employers Need to Know (6th Edition).
February 3
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Vanguard says the expense reductions are a win for investors, but the fund provider industry is less enthusiastic, seeing the fee reductions as a grind to zero where product profitability disappears.
February 3 -
A five-year-old index tracking network security firms has slipped 14% in 2016, more than double the loss for the S&P 500.
February 3 -
Murphy is a risk management analyst in the human capital practice at Willis Towers Watson.
February 3 -
Should advisors fear digital wealth management incarnations like Vanguard Personal Advisory Services?
February 2
Wealth Logic -
Advisors dish on clients who tried to game the system a little too aggressively.
February 2 -
Advisors dish on clients who tried to game the system a little too aggressively.
February 2
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Jack Kwicien, an Employee Benefit Adviser columnist, is co-founder of Daymark Advisors, a Baltimore-based consulting and advisory firm. He is also the co-developer of the SMART Benefits Strategic Planning Toolkit and previously founded RewardsPlus.
February 2
