Nicholas Schorsch
The saga over American Realty Capital Service's $23 million accounting error keeps growing. According to the Wall Street Journal, Lisa McAlister, ARCP's former chief accounting officer, has filed a $50 million lawsuit in Ne...
Chicago-based technology provider Envestnet has named Lori Hardwick its new group president of advisor services, a newly created position. Hardwick has been with Envestnet for 15 years. She most recently served as executive vice president of...
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Anyone with a computer and an E-Trade account can trade stocks these days, but is that actually a good thing? Cullen Roche, the founder of Orcam Financial Group, argues that technology is adding to the ...
Amin Dabit is not a robot.
He is a financial advisor who began his advisory career in a very conventional way. He was an intern at UBS, earned his CFP, and signed up with Merrill Lynch in 2008. He helped clients with financial plans and set up...
A community of elite advisors and allied institutions gathered this fall for the 27th Excell Meeting. Hosted by Peak Advisor Alliance, one of the country’s leading practice management programs, and Ron Carson, a perennial favorite on both...
The issue is too complex and the survey questions were leading, says consumer group.
