Suzanne van Staveren, the chief financial officer of Goldman Sachs’ Personal Financial Management unit, has left the bank to become an executive at Edelman Financial Engines, one of the largest RIAs. She’s now the CFO at Edelman, a Boston-based wealth manager with more than 1.3 million clients and $290 billion
is flexing its muscles in the financial advisor space.
The company, well known for its independent investment research, announced Thursday it has created a new business unit focused on the wealth management segment.The goal is to “streamline the investment management process for advisors and help them provide their clients
The onslaught of fraudulent medical records began with a case in which an entire family, young children included, claimed they had been in separate ATV accidents that each warranted a significant surgery.
Brendan Harris, the acting fraud director of the NH Insurance Department, received the case about a year ago,
H&R Block’s financial technology innovation arm, Wave, is adding new accounts receivable features to its small-business bookkeeping software.
In July, Wave plans to add new AR management features, including an invoice list view for identifying customers with unpaid invoices. A new customer list view will let users see how much
Private equity giant
Group Inc. has agreed to buy
Life Insurance Co. from Allstate Corp.
Swiss insurer Zurich Insurance Group AG said it would acquire MetLife Inc.’s car and home insurance business for $3.94 billion in cash, a move that will substantially boost the size of its Farmers business in the U.S.
The deal reflects a push by big car insurers to gain more scale