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Stephen is the founder & CEO of Journey, the leading proactive mental health solution for modern companies. Journey was founded with the mission to help all people live happier, healthier, less stressed lives. They've work with wide range of organizations from Walgreens, L'Oreal, Disney, and Nike, to the Harlem Children's Zone, Georgetown University, and the Anti-Defamation League.
June 17
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More high-tech vendors are entering the market, making it harder for wealth management firms to keep a long-term relationship with third parties.
June 17
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Curiosity and a willingness to slay sacred cows made Barry Ritholtz into one of the financial industry's sharpest — and sharpest-tongued — analysts.
June 17
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The founder of the private-equity backed RIA says he's interested in further acquisitions but doesn't want to be "growing for growth's sake."
June 17
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The growing fixed-income products carry some risks, but their returns this year are attracting more financial advisors and their clients, according to experts.
June 17
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The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.
June 17
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Layla Kennington is an intern for Bond Buyer through the Dow Jones News Fund. She is a rising senior at Tufts University studying International Relations and Arabic. An aspiring business reporter, she was a features editor for the Tufts Daily and news editor for the Tufts Observer.
June 17
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The Internal Revenue Service is setting up a new unit to target the use of basis shifting between related parties as a way for partnerships to avoid paying taxes.
June 17
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In less than one year since taking over Orion, CEO Natalie Wolfsen has embarked on a massive journey to fully integrate the firm into an open architecture, holistic platform. Part of that plan includes employees coming into the office more.
June 14
