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The defections by Stewart Webb and Gerald Garner highlight a slew of recent recruiting moves, hirings and M&A deals displaying fierce competition for talent.
June 8
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The former advisor faces as many as 10 years in prison for stealing roughly $1.7 million from relatives' brokerage accounts to pay for trips, cruises and other personal expenses.
June 8
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Gavin Nachbar is the CEO and co-founder of
Column Tax , a personal income tax software company whose APIs enable mobile banks and fintech companies to offer embedded tax products to their end users. Before moving into the world of taxes, he worked in strategy and operations for Waymo, Dropbox and Premise Data.June 8
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Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.
June 7
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Andrew Brown helped the president of the Law Enforcement Employees Benevolent Association misappropriate $500,000 in retirement savings, investigators said.
June 7
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We're celebrating wealth management's up-and-coming new talents. Here's how to throw someone's hat in the ring.
June 7
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Dennis B. Levine, a central player in the 1980's most notorious insider trading scheme, benefits from the regulator's fix, but so will some everyday financial planners.
June 7
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Christina Baker covers the Northeast for The Bond Buyer. Before that, she was an intern at The Bond Buyer via the Dow Jones News Fund. She's covered government and politics for many Pennsylvania news outlets through internships, including Spotlight PA, the Allentown Morning Call, and the Centre Daily Times.
June 7
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Aaron Jacob is head of accounting solutions at
TaxBit . Prior to TaxBit, he spent eight years at Chatham Financial working with the treasury and accounting teams of corporate and large financial services clients.June 7
