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Anna King, CPA, is CFO of
Mesh Payments , a financial management platform. She was previously the long-time CFO of Transactis, a billing and payments processing company acquired by Mastercard.November 9 -
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The justices' decision in SEC v. Cochran could ultimately reduce the power of administrative law judges over advisors and broker-dealers.
November 8 -
Titi Cole of Citi, Ellen Patterson of Wells Fargo and Ernie Johannson of BMO swapped tales and tips on being mentors and mentoring others, at American Banker's Most Powerful Women in Banking conference.
November 8 -
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The third title in six years for the respected program highlights how financial advisors and wealth management firms are investing in the future of the industry.
November 8 -
Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.
November 8 -
Jamie Peers is the Vice President of Business Development and Alliances for
Synatic , overseeing strategic partnerships, business growth, and GTM strategies.November 8









