In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...
The growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more ...
Many articles have been written on planning with both grantor and non-grantor trusts for gift, estate and income tax planning ...
Ginger Brennan recently retired after a 40 + year career in financial services most recently at Voya with a focus on ...
Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...
Writers of television series and movies have decided that estate-planning issues make for good drama, and in some cases, even comedy.
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Michael Bruno is an associate in Baker McKenzie's Tax Practice Group in Miami. Michael focuses his practice on international tax planning, wealth management, and general corporate and partnership ...
Joe Anthony is President of Gregory FCA.
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