JANUARY 14, 2020

CAREERS

Sander J. Ressler

Advisors who take an up-front transition check without disclosing it to clients face potential legal and regulatory downside risks.

BUSINESS PLANNING

Matt Sonnen

Making a deal isn't the most important thing—it's making one that's a right fit and can actually be implemented.

TECHNOLOGY

Julie Verhage and Jenny Surane

About a quarter of people with a U.S. bank account have used Plaid to connect to the roughly 11,000 financial institutions it works with.

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