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Matthew Posner is Clean Energy Advisor to City First Enterprises and Principal at Court Street Group.

Dawn Wagenaar is a brand strategist and principal of Ingenuity Marketing Group, LLC, serving accounting firms across the U.S. Since 1992, Ingenuity Marketing has been helping CPAs, attorneys, financial service professionals, engineers, consultants and other professionals develop their practices. Wagenaar has worked in professional service marketing since 1993 when she began coordinating marketing programs for a regional office of a large national insurance and financial services company. Since then she has directed the marketing efforts of a small local and a large regional CPA firm. Wagenaar has a Bachelor of Arts degree from Augsburg College in Minneapolis as well as a Master of Arts in Educational Leadership from the University of St. Thomas in St. Paul, Minnesota. She is a member of the Edina Chamber of Commerce, member of the Legal Marketing Association, past chair of the AAM Conference Committee of the Association for Accounting Marketing, member-at-large for AAM National Board of Directors, and president for AAM Minnesota. Reach her at dawn@ingenuitymarketing.com.

The federal court decision ended a former Chase branch-based advisor's saga of a half dozen years after the firm alleged he broke its rules for notarizing documents.

In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.

Camilo Atala is the chairman of Grupo Ficohsa.

UBS Group CEO Sergio Ermotti said the bank will give investors an outline of its growth strategy early next year and signaled the direction of plans to grow in the U.S., as the lender moves forward with its merger with Credit Suisse.

Anthony Venette, CPA/ABV, MBA, leads Withum's tax valuation services practice. He works with privately held businesses, families, and their advisors on tax planning, strategic estate and business valuation, ownership transitions, mergers and acquisitions, and complex valuation matters.

Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.

The supercharged AI can potentially deliver wrong-way predictions and poor advice, but such pitfalls can be mitigated if advisors take pragmatic steps.

In terms of cost of living and quality of life, researchers say these are the five best places to spend one's golden years — and none of them are in Florida.