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Derek Miser is chief managing member at Miser Wealth Partners.
He is a licensed national Social Security advisor and a life and health insurance advisor. He is well-known in the financial services industry and has been featured in several publications, including Time, Forbes and USA Today.
July 10
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Michelle Drolet is CEO of
Towerwall , a pure-play cybersecurity consulting firm offering security and compliance services with clients such as Foundation Medicine, Boston College, and UMass Medical Center. Founded in 1999 in Framingham, Mass., Towerwall focuses exclusively on providing organizations with customized cybersecurity programs.Contact her at
michelled@towerwall.com or through LinkedIn athttps://www.linkedin.com/in/michelle-drolet .July 10
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Of the $156B raised by private credit funds last year, about 16% went into products claiming to target ESG goals — the most in a decade.
July 10
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An aging advisor base, continuing consolidation in M&A deals and shrinking organic growth are causing teams to consider changes, J.D. Power said.
July 10
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The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.
July 9
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GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.
July 9
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The Government Accountability Office recently found that some populations may be getting selected for IRS audits at a higher rate than others.
July 9
Government Accountability Office -
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As a flood of supply drives prices lower, many investors are rushing in to buy the cryptocurrency at a discount.
July 9
