In|Vest West 2018 Direct

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Amber Zeise is the director of people at Cocoon, a leave management platform that streamlines the process of managing employee leave. Amber is committed to creating transparent and consistent processes that not only empower employees, but also drive business success. With a strong background in recruiting, she is deeply passionate about Diversity, Equity, Inclusion, and Belonging (DEIB) and excels at establishing structured recruiting practices, as well as optimizing the entire employee lifecycle to foster a more inclusive, efficient workplace.

Leaders from Envestnet, J.P. Morgan Asset Management and Dimensional Fund Advisors discuss how technology has made it both easier and yet more challenging for advisors to manage portfolios on their own.

Large exchanges argue some of the changes could make it more costly for them to offer rebates to brokers in return for order flow.

Clients must understand that having too much of their portfolios allocated in cash can mean lower returns over time.

Regulators allege First Horizon Advisors violated Reg BI when it continued recommending complex investments even though it was struggling to bring over customer information from a recent acquisition.

The SEC head said artificial intelligence is promising for innovation and greater access to financial markets, but there's a need to ensure diversity of algorithms and guard against fraud.

Joey Pagaduan is a program manager at The Center at Impact Justice.

Rafael Rogel is vice president and financial education manager at Beneficial State Bank.

Scott Simpson is the president and chief executive officer of the California and Nevada Credit Union Leagues and the Utah Credit Association.