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The Investment advisory firm now overseeing more than $300 million in outside assets has Pontera to deliver comprehensive 401(k) management to its advisor network.
October 13
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Deborah J. Lucas is the Sloan distinguished professor of finance and director of the MIT Golub Center for Finance and Policy.
October 13
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New Arizent research and a collection of experienced financial advisors say actually walking the walk is a big step for firms pursuing true inclusion.
October 13
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The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.
October 13
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Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.
October 12
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New research from Edward Jones suggests that emerging adults value comfort over money and aren't letting the lean times bring them down.
October 12
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Espnola (Nola) Cartmill is Holmes Murphy's Chief Diversity Officer. As part of this role (as well as being part of Holmes Murphy's Legal Counsel), Nola leads Holmes Murphy's DE&I strategy, making strategic recommendations to the Executive Committee on DE&I initiatives, including recruiting, education, mentoring, and communications and community involvement. Nola also leads Holmes Murphy's internal DE&I committees, subcommittees, and employee resource groups.
Additionally, Nola consults on internal employee relations, leadership training, human resources, growth and development, and compliance-related projects.
Cartmill's background includes a prominent law career, rooted in a passion for DE&I, where she previously assisted employers in tackling both day-to-day employment law issues and litigation.
October 12
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Inflated charitable deduction claims have led to dozens of audits and millions of dollars in additional payments to the agency.
October 12
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The head of global sustainability sees opportunities in waste management and recycling.
October 12
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Louis Caditz-Peck is a member of the Consumer Financial Protection Bureau consumer advisory board and policy director at LendingClub.
October 12
