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A longtime Merrill Lynch veteran, Michelle Avan advocated for Black women and other under-represented talent.
August 12 -
The number of registered investment advisors in the Sunshine State is up 27% over the last 5 years.
July 27 -
The managing director was arrested for two domestic violence incidents over a three-week period.
July 16 -
Amerant Bank has invested $2.5 million in Marstone to provide a digital alternative to personal wealth advisors for new and existing clients. The technology "gets planning capabilities into the hands of any customer that wants them," says Jerry Plush, the Florida bank's new CEO.
June 28 -
Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.
June 15 -
Jose Ramirez says he doesn't recognize the criminal mastermind portrayed in the SEC's complaint against him.
June 11 -
FINRA arbitrators ordered the wealth manager and closed-end funds manager to pay damages as it resolves outstanding claims stemming from the island’s fiscal crisis.
May 21 -
Government digital currency projects have the potential to displace banks and fintechs from the payment process. But three major participants — Accenture, Ant Group and Swift — argue that incumbents have a role to play.
May 13 -
The stock exchange has said it will end trading in shares of certain China-based companies, thanks to a long-running accounting dispute, writes Earl Carr.
February 26CJPA Global Advisors -
Relations between the world’s two largest economies are at the lowest point in many years.
September 22CJPA Global Advisors