J.P. Morgan Securities landed a former Merrill Lynch team that oversaw roughly $1.1 billion and generated production in excess of $4 million, making it the firm’s biggest hire of 2020. The Campbell Group, led by Gwen Campbell, joined J.P. Morgan Securities on Oct. 21 in San Francisco. Moving with her are fellow team members Derek […]
Archives for 2020
Top-ranked Merrill Lynch advisor joins J.P. Morgan Securities
J.P. Morgan Securities landed a former Merrill Lynch team that oversaw roughly $1.1 billion and generated production in excess of $4 million, making it the firm’s biggest hire of 2020. The Campbell Group, led by Gwen Campbell, joined J.P. Morgan Securities on Oct. 21 in San Francisco. Moving with her are fellow team members Derek […]
Rest in Peace, Rockstar
My friend Jon Boorman passed away this morning. He had been battling cancer for a long time, with his young children standing by to witness his bravery and perseverance. Jon was one of the nicest, most giving people I have met during my entire experience in financial social media and the markets. He had a […]
Rest in Peace, Rockstar
My friend Jon Boorman passed away this morning. He had been battling cancer for a long time, with his young children standing by to witness his bravery and perseverance. Jon was one of the nicest, most giving people I have met during my entire experience in financial social media and the markets. He had a […]
Lockstep debuts ‘accounting inbox’ for AR and AP – Accounting Today
Lockstep has debuted its first product, cloud-based software that functions as an inbox for accounts payable and receivable. The product has been in beta test mode since 2019 with 200 business customers, and now upon its release integrates with a reported 40 accounting and enterprise resource planning platforms. Lockstep has functions to assign work, create […]
Lockstep debuts ‘accounting inbox’ for AR and AP – Accounting Today
Lockstep has debuted its first product, cloud-based software that functions as an inbox for accounts payable and receivable. The product has been in beta test mode since 2019 with 200 business customers, and now upon its release integrates with a reported 40 accounting and enterprise resource planning platforms. Lockstep has functions to assign work, create […]
How ‘Free’ RIA Custodians Make It Difficult To Determine Which Is Actually The Most Expensive
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Quilter reports Q3 recovery in net inflows
Wealth manager Quilter has reported a year on year rise in assets and a modest recovery in inflows. Assets under Management and Administration (AuMA) were £109.5 billion at the end of September compared to £108.2m in Q3 2019. Year to date net inflows were £1.2 billion compared to £0.2bn in net outflows in 2019. Third […]
Accounting firm’s bottom line is blue and gold: 7 principals and dozens of staff are FIU Business grads – FIU News
Previously, GEMRT’s leaders were members of two small firms that started to think about the best way to move forward. Each firm recognized that as accounting firms evolve into multidisciplinary consulting practices with strong technology components, the need to scale the practice became a stronger pull. Yet in contemplating a merger, they saw that finding […]
Accounting firm’s bottom line is blue and gold: 7 principals and dozens of staff are FIU Business grads – FIU News
Previously, GEMRT’s leaders were members of two small firms that started to think about the best way to move forward. Each firm recognized that as accounting firms evolve into multidisciplinary consulting practices with strong technology components, the need to scale the practice became a stronger pull. Yet in contemplating a merger, they saw that finding […]