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A longtime Merrill Lynch veteran, Michelle Avan advocated for Black women and other under-represented talent.
August 12
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As we await tax changes, here are some strategies that should help in any environment, write two tax partners.
August 12
Ernst & Young LLP -
71 companies participate in corporate bonds issued by private prison firms, Adasina Social Capital found.
August 12
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After unveiling another deal for an RIA with billions in AUM, the firm is also revamping its CRM system with Salesforce as its vendor.
August 11
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Advisors who partner with a CPA now will find themselves with a significant advantage in years ahead, writes Paul Saganey.
August 11
Integrated Partners -
Melinda Hightower started in May as the head of the multicultural client segment in the firm’s client strategy office.
August 11
- As investors rush toward online trading apps, more wealth managers may offer self-directed investing
Fewer Americans are working with advisors, especially those already managing money online, new research shows.
August 10
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Steven Black was a board member of BNY Mellon when Wells CEO Charlie Scharf led the trust bank. He will become Wells Fargo’s fifth chairman in five years.
August 10
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A viral video accusing an LPL advisor of anti-Black hiring discrimination brought to the fore a problem Black finance professionals have long understood.
August 9
Adasina Social Capital -
Most advisors don’t know about the tax benefit for qualified small business stock, which can put millions of dollars tax-free into an entrepreneur-client’s bank account.
August 9
