I’m a huge “Hamilton” fan, so I don’t quote it lightly. Last week, we were notified that IN is a finalist in six categories in the 67th Annual Jesse H. Neal Awards, and I cannot overstate the sense of accomplishment — and humility — this generates in me.
Our categories are:
Neal Award recognition is an honor any year, and the volume of recognitions this year is what brought Lin-Manuel Miranda’s creation to mind.
More importantly, I’m honored to have the opportunity to represent and lead the team that put together an exceptional scope of work. This team has been resilient, creative and professional throughout the year. Each member deserves recognition, so in addition to those noted above, allow me to share their names: The editors are Paul Curcio, Sean Allocca, Susan Kelly and Liz Skinner. The journalists are Jeff Benjamin, Mark Schoeff Jr., Emile Hallez and Nicole Casperson. Our special projects manager is Brittney Grimes, our multimedia team is Stephen Lamb and Angelica Hester, and our digital designer is Ken Wilson.
They did not throw away their shot.
Retire Through Ownership Act lets ESOP fiduciaries rely on independent appraisals, closing a decades-old valuation gap for private company stock
The breakaway-focused platform's senior hires from Wells Fargo, Bluespring and Hightower deepen its bench for growth and succession planning.
New leadership lines unify succession consulting, acquisitions and capital funding as advisor retirement wave nears.
More than 1,000 employees have signed a union-backed letter opposing the bank's new three-day office mandate.
The release addresses account-level suitability gaps, consolidates trade management, and extends single sign-on to the Addepar client portal.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
