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The stalwart allocation has a logic to it, but its simplicity hides two significant problems.

Nathan Kotler is head of trading for GenTrust, responsible for the management and oversight of the firm's multi-asset trading operations. He works closely with the CIO and asset class heads to implement bespoke investment management solutions for clients across all major asset classes, including exchange traded products, fixed income, futures and derivatives. 

Jim Besaw is principal and chief investment officer for GenTrust, responsible for oversight, selection and management of all investment-related activity across the firm's strategies and portfolios, as well as the development of all new investment strategies at GenTrust. He  co-founded GenTrust in 2011.  

The bank's shares plunged precipitously, sparking fears of contagion.

In the second year of the NCAA legalizing payments to student-athletes, a nascent patchwork of financial advisors, firms and university athletic programs aim to address a huge problem.

Navigating challenges and what's ahead in banking regulation.

James Gelfand is president of the ERISA Industry Committee (ERIC), a nonprofit, Washington, D.C.-based organization that represents the largest employers in the U.S.

Headhunters are finding that many employees of the cratered bank's wealth management arms are waiting to see what happens to the parent firm before plotting their next moves.

The wirehouse is building on its earlier AI efforts to improve user experience among clients and advisors, and is looking to do even more with AI soon.

Jason Rauhe, CPA, leads McGuire Sponsel's global business services practice and is responsible for guiding clients and adding depth in all areas of the firm's international tax consulting services. Rauhe's extensive client and industry expertise has led him to be a sought-after published technical contributor and speaker across international tax topics around the country. Rauhe previously served as director of international tax at a Top 100 CPA Firm, where he was responsible for the firm's international tax division and served as the firm's international tax lead for major industry alliance networks. He also worked previously as vice president of global taxes at a large automotive supplier, where he managed the global tax function for the company's $7 billion business.