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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The federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.
July 6 -
As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.
July 6 -
For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.
July 6 -
Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.
July 6 -
It is important to be committed to the work you do, but according to these five advisors, going about your daily life can also result in landing clients.
July 3 -
A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.
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