Chief executive Eric Schwartz is handing the title of president to chief operations officer Amy Webber.
Last March, Scott Hanson picked up his telephone, listened to an offer and promptly declined it.
Kuhse tells harrowing tale of crime and punishment, including time spent in a Costa Rican jail
Looking beyond asset retention could unlock the real opportunity in generational wealth transfer
In the wake of the 9/11 attacks, financial services companies face the challenge of filling the roles of key employees.