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Also, Cresset extends its reach in Texas, Janney recruits from Wells Fargo and Ameriprise, Merrill draws from Wells Fargo and Mercer acquires a $1B firm.
December 4 -
Current market conditions and declining interest rates make small-cap ETFs an attractive option for diversification, but choosing the right one requires a hard look at the details.
December 4 -
Nearly all the brokers who dropped their FINRA registration in the wake of tougher rules kept their insurance licenses, according to newly published research.
December 4 -
Sean Vicente is the KPMG US Sector Leader for Insurance, leading the US Firm's insurance advisory, tax, and audit practices. Sean has over 30 years of experience in the sector spanning the breadth of our businesses in assisting clients with reporting and SEC filings, leading transactions, supporting transformations, and driving operational excellence. He is passionate about bringing the full strength of KPMG's unmatched culture and collective capabilities to solve complex challenges and deliver meaningful outcomes.
December 4 -
The release coincides with a $6.25 billion donation from Michael Dell and his wife to kickstart the savings program.
December 4 -
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Jack Hopkins is president and CEO of CorTrust Bank in Sioux Falls, S.D., and chairman of the Independent Community Bankers of America.
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