The Big Picture

MAY 30, 2023

He is the founder of Operation HOPE and one of the leading voices for financial literacy. In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. John Hope Bryant is a fascinating entrepreneur and philanthropist.

Banking 143

Banking Economics Economy Business Planning 143

Zajac Group

FEBRUARY 7, 2023

If you’re an executive or an employee with significant equity in your company from employee stock options, restricted stock units, or other stock grants, you may have a continual need to sell stock. Such plans also provide an affirmative defense to allegations of insider trading.

Planning 52

Planning Certification Sales Taxes 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 154

Compliance Wealth Management Clients Management 154