The Latest

  • Brandi Hodor is a senior analytic advisor with Merative. She brings over two and a half decades of healthcare strategic planning and a demonstrated history of leveraging a consultative approach to identify solutions and devise highly customized strategies to transform the healthcare industry. She is an industry expert in integrating psychographic segmentation and socio-demographic data. She oversees a cross-functional team that can deliver analytics with a commitment to innovative solutions in traditional and value-based care arrangements.

    August 28
  • Ned Davis Research analysis predicts the Federal Reserve will cut interest rates by 25 basis points at each of the remaining meetings this year, starting in September.

    August 28
    A Wall Street sign hangs in front of American flags outside the New York Stock Exchange (NYSE) in New York, U.S., on Monday, July 31, 2017. U.S. stocks fluctuated to end a month of gains spurred by corporate results and growing optimism in the strength of the global economy. Photographer: Victor J. Blue/Bloomberg
  • Tax

    Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.

    August 28
    An overhead picture of a beach shows people in the sun next to blue-green water
  • Charles N. Cranmer, a former investment manager, writes the Substack, The Open Society and Its Banks.

    August 28
  • Justin Cooper leads Orrick's Finance Sector and is a member of the firm's Board. He also serves as co-leader of Orrick's Public Finance department and chair of the firm's nationally prominent housing finance group.

    August 28
  • In an earnings call, an RBC executive says the firm decided to raise its account yields in response to higher Fed rates because "the right balance was to allocate some of that rising rate to our customers."

    August 28
    RBC
  • The GAO investigated industry disclosures and conducted undercover calls to evaluate "where issues around conflicts of interest and investment advice stand today."

    August 28
    A man walks into the Government Accountability Office Building in Washington, D.C.
  • The Top 20 Firm is also taking an equity investment in Sequoia Financial, and the two plan to deliver services to each other's clients.

    August 28
    Eide Bailly
  • The legal action comes after executives expressed comfort with their firm's deposit rates in a recent earnings call.

    August 28
    Elkhart - Circa May 2022: Raymond James Financial location. Raymond James is an investment bank and financial services company.
  • Zack Schuler is the Executive Chairman and Founder of NINJIO, a leading cybersecurity awareness training company. With over 1,000,000 viewers a month, NINJIO empowers employees at some of the world's largest organizations to protect themselves against cyberthreats and scams. Prior to NINJIO, Zack founded Cal Net Technology Group, an I.T. Consulting and Security firm in 1995. Zack grew Cal Net into one of the larger MSPs in Southern California before selling the company to a private equity firm in 2013.

    August 28
    Zack Schuler