The new executive vice presidents include: Philippe Bodereau, lead analyst for U.S. and European financial institutions; Chief Compliance Officer Jennifer Durham; Account Manager Joe Fournier; Information Technology Manager Yanay Lehavi; Account Manager Eric J. Mogelof; Robert Morena, head of institutional development business in New York; Portfolio Manager Alfred Murata; Technology Senior Manager Ric Okun; Legal Associate Arthur Ong; Emerging Market Analyst Guillermo Osses; Luke Drago Spajic, head of pan-European credit and asset-backed securities portfolio management; and Frank Witt, head of business development for Germany and Austria.
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Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.
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Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.
July 24 -
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
July 24 -
The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.
July 24 -
Subscribers can earn one CE credit toward recertification by successfully passing the monthly 10-question quiz that tests general knowledge of financial planning.
July 24 -
Raymond James posted record client assets, continued strong advisor recruiting and rolled out its proprietary AI assistant in a strong third quarter.
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