-
The National Association of Tax Professionals criticized an ad promoting Intuit's TurboTax full-service option, saying it encouraged taxpayers to leave their professional preparers.
October 15
-
Merrill and Bank of America Private Bank report starting 5,500 new client relationships in the third quarter, more than a third of which came through recent graduates of its training program.
October 15
-
Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.
October 15
-
The firm's stock traders recorded their best quarter in more than three years, on track for their best year ever.
October 15
-
-
Funds managed by Stone Point Capital are buying back the majority interest in the independent wealth management firm with 1,700 financial advisors.
October 15
-
Michelle Röse is co-founder and COO of
Breakaway Advising , She has served for over 15 years in high-level financial roles including CFO, controller and business manager across a variety of industries.October 15
-
The firm reported $90.8 billion of total net new assets in the quarter, an 88% increase on the same period a year ago.
October 15
-
Zoë Martin is an associate in Davis Malm's divorce and family law practice group.
She focuses on complex custody, parenting and support matters, modifications and division of substantial assets of various forms.
October 14
-
Carolyn Van Tine is a divorce and family law attorney at Davis Malm in Boston.
Her practice encompasses family law matters including divorce, separation, custody, parenting plans, child support, alimony, asset division, pre- and postnuptial agreements, parental relocation, paternity, modification, probate litigation, restraining orders and grandparents' rights. Her clients include professional athletes and celebrities involved in divorce and custody disputes.
October 14
