-
The No. 1 independent broker-dealer is paying a pretty penny and delighting Wall Street analysts. Here's a deep look at the larger significance to the industry.
February 21
-
Michal Cieplinski, founder and CEO at CapStack, is also a co-founder at Pipe and a member of the founding team at Fundbox.
February 21
-
While property and unemployment insurance taxes are universal in every state, many of the best states for doing business do not have corporate, sales or individual income taxes.
February 21
-
A tax efficient fund model, applied to new share class structures, awaits SEC approval.
February 21
-
The CEO's compensation package included $1.5 million in salary plus stock and cash incentives.
February 21
-
Janna Hurd is a market developer at Thrivent, a Fortune 500 financial services organization, whose primary focus is recruiting new financial advisors to the organization.
For over 20 years, she has worked in retirement and financial consulting. She holds an MBA in International Business and Finance from Sam Houston State University, as well as various financial and insurance licenses. Her passion is financial literacy, and she hopes that her work in various communities will build stronger families and futures.
February 20
-
The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.
February 20
-
Industry lawyers say the case shows that "half disclosures" of brokers' conflicts of interest won't be enough for regulators.
February 20
-
Ryan Mandell is the director of claims performance for Mitchell's Auto Physical Damage division. He works hand-in-hand with insurance executives and material damage leaders to provide actionable insights and consultative direction for their claims organizations. Prior to joining Mitchell, Mandell was director of Northern Operations for B&R Auto Wrecking, a manager for Precision Collision Auto Body, and a claims representative for Progressive Insurance. He frequently speaks at industry events on trends in auto insurance, collision repair and vehicle complexity and has been quoted in publications including The New York Times, Wired UK, Road & Track and Automotive News.
February 20
-
Phil Strazzulla is the Founder of SelectSoftware Reviews, a website dedicated to helping HR teams find and buy the right HR software through free, in depth advice and analysis. Phil started his career working in venture capital before getting his MBA at Harvard Business School.
February 20
