In|Vest West 2018 Direct

“The data that the market typically relies on is too slow to keep up with how rapidly the situation has been changing," says Richard Bernstein Advisors' deputy CIO.

Brian Maslen, MBA, CPA, CMA, serves as the corporate controller at Center. Based in Bellevue, Washington, Center develops CenterCard and Center Expense, an integrated corporate card and expense software solution that use real-time data to help monitor expenses and optimize spend. As Center’s controller, Maslen is responsible for the accounting, tax, and treasury functions. He also leads product initiatives to ensure Center’s software meets the needs of finance professionals, building off his prior experience in Accounting/FP&A roles at Blackberry and Owens Corning.

The relief allows funds to obtain cash infusions through collateralized loans until the end of June.

The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.

Matt Stanley is segment leader of decision sciences at FICO.

Southard Jones is vice president of product marketing at Celonis.

Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

Only a firm “actively swindling funds” would trigger an onsite visit, according to Peter Driscoll.

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.