JANUARY 5, 2022

TECHNOLOGY

Samuel Steinberger

After a long hiatus, Dr. Mark Evans, the creator of NaviPlan, is introducing Conquest Planning. A planned U.S. deployment comes later this year.

INDUSTRY

Diana Britton

MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.

RETIREMENT PLANNING

Heather S. Milanese

It now includes identity theft.

INDUSTRY

Natalie Wong

The 15-year lease is for roughly 400,000 square feet at Park Avenue Plaza, at 55 E. 52nd St.