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Leandro DalleMule is general manager at Planck, acquired by Applied Systems. He brings 30 years of experience in business management to the team. Prior, he spent six years as AIG's chief data officer. He also was the senior director of big data analytics for Citibank and head of marketing analytics for BlackRock and held leadership roles in Deloitte's advanced analytics practice.
July 17
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The SEC, FINRA and other agencies have been closely watching social media posts related to financial advice. Consultants share how to attract young investors on social media without encountering regulatory pitfalls.
July 17
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Firms operating in areas where groups who live either partially or completely separately from the rest of society — including the Amish, Mennonites and Orthodox Jews — have stepped in to serve their members.
July 17
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Client discussions about legacy planning, taxes and financial objectives inevitably raise questions that, often enough, only insurance can address.
July 17
Boulevard Insurance Strategies -
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The firm continues to see success with encouraging wealth clients to open banking accounts.
July 16
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These hybrid securities blend a bond and a derivative and are customizable to clients' savings needs.
July 16
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Nazy Fouladirad is President and COO of
Tevora , a global leading cybersecurity consultancy. She has dedicated her career to creating a more secure business and online environment for organizations across the country and world. She is passionate about serving her community and acts as a board member for a local nonprofit organization. LinkedIn:https://www.linkedin.com/in/nazy-fouladirad-67a66821 July 16
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The Wall Street powerhouse is now the subject of two class action suits questioning whether it has been providing unreasonably low returns on clients' uninvested cash.
July 16
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She and former business partner Lazetta Rainey Braxton moved back to their own standalone firms. Here's a look at Dorsainvil's approach to practice management.
July 16
