An aggressive regulatory push by the SEC is behind the 'major shift' in resources, according to Hearsay Compliance Principal Bill Simpson.
The lift-out of its wealth management business is only the beginning of Choreo’s relationship with the national CPA practice, say firm leaders.
The marketing technology firm first announced the service at the 2021 AdviceTech.LIVE virtual conference.
Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.
Family discord and mental health struggles lead to unfortunate outcome.
The record amount of civil penalties was driven in part by the fines against some large Wall Street firms for failing to preserve text message communications on personal devices.
Their fortunes plummeting, crypto titans from Changpeng Zhao to the Winklevoss twins are eager to differentiate their businesses from the now-bankrupt exchange.
Base salaries expected to increase 4% to 5% for a second straight year.
