In|Vest 2018 Direct (Premium)

In the coming weeks, the CFP Board will launch a working group to reconsider whether a bachelor's degree should remain a requirement for CFP certification.

Cagatay Zor is a fintech strategist and the head of the fintech and blockchain business line at Trumore.

Ciao-Wei Chen is an associate professor of accountancy at the Gies College of Business at the University of Illinois Urbana-Champaign.

Max Perkins is head of insurance solutions and COO for Spektrum Labs, an AI-first cyber resilience company that provides agents and tools to reduce the time, cost, and complexity of maintaining provable and effective security and insurability. Spektrum unifies the disconnected domains of cybersecurity, backup, and insurance into one continuous, automated system. By fusing these traditionally disconnected areas, Spektrum enables businesses to prove and maintain continuous resilience—from preventing cyber threats, to instant recovery, to securing financial coverage—all in one place. Spektrum unlocks resilience, automating and verifying the connection between security and insurance, so businesses can recover faster and protect their future. 
 
Prior to joining Spektrum, Max's professional career had been focused on insurance and risk management with particular expertise in intangible boardroom risks such as cyber, privacy, and intellectual property, and the overall impact of technology on business.  Max was head of Strategy & Innovation for AXIS Capital's Cyber & Technology underwriting division, where his responsibilities included risk capital management and leadership in launching the world's first securitized 144a Cyber Cat Bond. Prior to joining AXIS in April 2020, he was an insurance broker at Lockton Companies and an underwriter at AIG, CHUBB and Beazley – operating both in the US and London markets. 

Ahead of the expected closing of Fifth Third Bank's deal to acquire Comerica Bank, Ameriprise CEO Jim Cracchiolo provided few new details.

CEO Paul Shoukry took a swipe at big private equity-backed acquirers, saying in an earnings call that most advisors want to be at firms "where they're not going to have to have another disruption in three to five years."