-
The CEO of Myriad Advisor Solutions came to Future Proof to talk tech and make business connections — seeing a flash mob formation was just a bonus.
February 8
-
Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.
February 8
-
Michael Giusti, M.B.A., is an analyst at
insuranceQuotes.com , which publishes in-depth studies, data and analysis related to auto, home, health, life and business insurance. In his role as analyst, Michael studies the insurance industry in order to provide trusted tips, advice and insights. He has worked as a journalist for more than 20 years, including as a reporter at a daily newspaper in Florida, as an editor at a regional business journal, and as a writer for national and international publications. Michael is based out of New Orleans.February 7
-
The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.
February 7
-
Brendan Krebs sees his firm as standing out with its three-pronged structure: a traditional wirehouse, branch-based advisory and an independent channel.
February 7
-
Eyal Shinar is an expert in AI, machine learning and financial software. He is currently the co-founder and CEO of
Black Ore , a leading AI platform for financial services.Prior to Black Ore, he was co-founder, CEO and later executive chairman of
Fundbox , a leading machine learning payments & credit company. He left Fundbox in 2021 to start Black Ore.Prior to Fundbox, he served as VP at Battery Ventures, leading projects and investments in finance, machine learning and SaaS.
February 7
-
The new label will bring regulatory scrutiny from the Securities and Exchange Commission and FINRA.
February 7
-
Taxpayers will benefit from a reduced top marginal rate in 13 states, but in two states the rate has increased.
February 7
-
Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.
February 7
American College of Financial Services -
The Swiss firm reports strong asset inflows for the year but still struggles with low profit margins in the U.S.
February 6
