Sentences with phrase «major wealth management firms»
Major wealth management firms [e.g. Fidelity and Bank of America Merrill Lynch (BAC)-RSB- announced sweeping changes to comply with the fiduciary rule months ago.
https://www.newconstructs.com/ Not exact matches
Harris is the founder, CEO and major shareholder of Personal Capital — a digital wealth management firm for consumers, integrating data aggregation, investment management and banking services across phone, web and mobile channels.
Harold Evensky of the wealth management firm Evensky Katz Foldes and Texas Tech University said in an email that the DOL rule constituted a «major step toward a more secure and dignified retirement for millions.»
Perhaps that was among the factors that led to the major news this past week that wealth management firm CI Financial Corporation announced that it is acquiring BBS Securities, parent to Canadian discount brokerage Virtual Brokers.
With offices in the four major European investment and wealth management marketplaces — London, Luxembourg, Paris and Switzerland — as well as in the Middle East, Charles Russell Speechlys is one of the few firms able to provide comprehensive and integrated advice in the management of private wealth.
Obtain the necessary CPA certification, and you could land a job doing anything from running your own firm to getting a CFO gig for a major corporation, to wealth management advising, tax audits and reporting, or even investigating criminal fraud.