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Emily Dabney is an associate with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.

She assists clients in navigating the areas of estate planning, succession planning, tax planning, and corporate matters.

Stephen Heymann is a shareholder with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.

He focuses on helping business owners and high net worth families preserve their hard-earned wealth through sophisticated income and wealth transfer tax-planning strategies.

Alfred Edmond Jr., senior vice president and executive editor of Black Enterprise, is confident DEI is here to stay.

The company enjoyed "another strong quarter overall, led by continued growth of our wealth management business," CEO Jim Cracchiolo said.

Joseph Ugrin, PhD, CPA, is a professor, RSM endowed chair, and head of the department of accounting at the University of Northern Iowa. He has published dozens of research articles in accounting, business, and psychology. He serves as the associate editor for Advances in Accounting and on the editorial boards of other accounting and business journals.  He has experience in public accounting and worked as a corporate financial manager.  

Timothy Lindquist, PhD, is the PricewaterhouseCoopers professor of accounting at the University of Northern Iowa.  Having previously served on the Editorial Board of Issues in Accounting Education he has published numerous research articles in a mix of high-level academic journals and high-impact practitioner journals.  His experience in higher education spans nearly 40 years.

JPMorgan, which accounted for 9% of overall ETF flows in 2023 so far, is eyeing Blackrock's ETF throne.

Full discretionary power over a HNW client's investments can be a negative without a clear view of all their financial commitments.

As money matters continue to create stress for American families, advisors are finding the rewards of giving free advice to those who need it most but typically can't afford it.

Serving over half of America's billionaires wasn't enough for the country's largest bank.