In|Vest 2018 Direct (Premium)

FINRA identifies new ways firms and investors are using technology like AI to spot changes in market sentiment and asks the industry to chime in on how finfluencers and others are using social media.

Kim Johnson is the Senior Vice President of Customer at Hi Marley, where she leads the company's customer strategy and ensures that the carrier voice is embedded into the company's product and service offerings. With over 20 years of experience in the insurance industry, Kim has a proven track record in customer experience (CX) strategy, technology, and driving large-scale transformation initiatives. Prior to joining Hi Marley, Kim held senior leadership roles at Liberty Mutual Insurance, where she led CX strategy and managed software product development for servicing and claims. She also spent significant time at Allstate Insurance, working across Technology, Human Resources, and Claims. Kim began her career at Accenture, specializing in change management and consulting for financial services. 

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.

Med Yacoub is a marketing director, Tradesk Securities.

Joseph Schmidt is a tax director at Ryan with extensive public accounting and corporate experience and an emphasis on multi-jurisdictional taxation and sustainable tax planning.

Michael Thompson is a principal at Ryan, leading a team that specializes in the identification, substantiation and documentation of federal and state research and development tax credits.

Ian Boccaccio is a principal and income tax practice leader at Ryan, responsible for leading a global service team of highly skilled professionals coupled with cutting-edge technologies to make substantive impact to corporate profitability. He has over 25 years of extensive experience in serving a range of international tax needs for some of the most complex global companies, focused on optimizing the impact of U.S. tax legislation.

The broker-dealer veteran saw her firm's revenue model as a fair trade — even a badge of honor — before going independent.

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found. Still, many financial advisors remain skeptical of such loans.