With decades of experience in management consulting, Marco Gaietti is a seasoned expert in Business Management. His expertise spans a broad range of areas, including strategic management, operations, and customer relations. Can you share some background on the founding of Bogart Wealth in 2016? How
The subject of Social Security payments to deceased individuals has been rife with misconceptions and exaggerations. This article delves into the truth behind the efforts of the Social Security Administration (SSA) to identify and remove deceased individuals from their benefit rolls, clarifying the
Ninety One, a globally recognized asset management firm, has announced the addition of a new member to its infrastructure debt team. This move is part of the firm's broader strategy to enhance its capabilities and performance in the infrastructure investment sector. The new hire, a seasoned
Defined contribution (DC) retirement plan sponsors are placing increasing emphasis on providing more personalized investment solutions to their participants. Out of the various options available, managed accounts are gaining attention for their potential to deliver highly tailored advice and
The wealth management industry is experiencing a significant transformation driven by various emerging trends. Clients demand more personalized service, while advancements in technology reshape how financial advisors work. With regulatory pressures increasing and market volatility showing no signs
Throughout his prolific career, Roy M. Adams made lasting contributions to the field of trust and estate planning. As a Senior Chairman of the Trusts & Estates Practice Group at Sonnenschein Nath & Rosenthal LLP until his passing in 2014, his influence is tangible. He held notable roles at
