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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 ...

Viral Patel is the CEO of BXPE. Patel is a member of the Investment Committees for BXPE, Blackstone Growth and participates ...

In addition, client referral firm Advisor.com hires a COO to lead digital marketing, and BlueSpring makes leadership hires ...

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 ...

The growth of managed accounts driven by direct indexing and tax optimization, and the role of technology in making SMAs more ...

Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has snagged a $1.3 billion wealth management team from Raymond James. Founding managing partners ...

Joe Anthony is President of Gregory FCA.