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The wirehouse is adding pay bumps for advisors with positive net new assets to encourage business growth in a time of shrinking client assets.

Dr. Yusra Benhalim is a Triple Board–certified psychiatrist in adult, child and adolescent, and addiction psychiatry. In her role, she focuses on enhancing the clinical enablement of innovative and effective solutions that meet the current and future needs of people across the country. With a focus on helping patients connect with their well-being and health outcomes, Dr. Benhalim helps create clinically focused, human-centered solutions, perspectives and best practices to facilitate a seamless and effective engagement experience.

An attorney for Keith Todd Ashley said he plans to appeal his fraud conviction and plead not guilty to capital homicide.

Taking effect on Nov. 4, new advertising standards will allow client testimonials and bring together prohibitions on false and misleading language.

Taking losses is the silver lining to this year's 20% market decline.

A financial planner can complement the CPA through the stressful process by taking on a number of supporting — yet crucial — roles.

Perry Green is chief financial officer and a senior wealth strategist at Waddell & Associates. He has worked extensively with owners of closely held businesses and executives of large corporations assisting with tax planning, transition planning and stock option planning as well as with gift, estate and retirement planning.

The announcement, higher wealth profits due to rising interest rates and record recruited client assets ushered the tax-focused firm into its latest phase of change.

As the GM for Insurance, Elizabeth Del Ferro brings with her a consistent track record of guiding profitable business expansion within Property and Casualty Insurance software companies. She most recently served as the Vice President of Partner Go-to-Market for Duck Creek Technologies.

The short-term loans surged in popularity during the pandemic thanks to consumers who were flush with extra cash and limited to shopping online.