The American Institute of CPAs is also backing the measure because it would cover expenses related to the CPA exam.
Higher stock and option awards notched chief executives' pay even higher last year, according to a report from ISS Corporate Solutions.
Brian Addington will join the firm’s San Francisco office, while Theresa Allen is joining its Newport Beach, California, office.
The bank's total wealth management assets rose to $289.5 billion in the first quarter, a 6.7% increase from the previous quarter.
The private equity-backed aggregator launched by veterans of Goldman Sachs and United Capital has acquired Barber Financial Group, with $1.5 billion in assets.
While the firm added $28 billion in new funds from clients during the quarter, revenue at the wealth business fell short of estimates.
James Forsyth and Steven Miller, who operate as the Valencia Group, will be Steward Partners' first team in the Los Angeles metropolitan area.
Together, the companies serve more than 300 banks across the United States with a combined $3 trillion in assets under management.
Some of Hill's responsibilities will be handed off to Jeff Busconi, who holds the newly created position of head of wealth management strategy, products and services.
US investors pulled $5.2 billion from environmental, social and governance funds last quarter, according to a report by Morningstar.
Minnetonka-based QA Wealth Management specializes in working with Big 4 tax, audit and consulting professionals,
Rising concerns over pending regulatory changes and customers moving cash to higher yielding accounts have erased more than $60 billion in market value from the firm's January highs.
The plan feature is provided by Global Trust Co. and Annexus Retirement Solutions.
Ray Jay and its brokers claimed the German lender failed to pay revenue share and residual trailer fees on commercial loans.
Private equity is still hungry for access to wealth management and smaller firms are fine-tuning their pursuit of scale.
A big part of working with artists and entertainers is helping them keep their feet on the ground while they're reaching for the stars.
A new generation of registered investment advisors are just building fintech themselves, since what's on the market falls short of the digital experience they want to offer.
James Sheehan is based in Charleston, South Carolina, while Shawn Tighe works in northern New Jersey.
The state’s Senate approved a bill that bans state and local governments from using environmental, social, governance criteria when selling debt or investing public money.
Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.
