In|Vest 2018 Direct

Nearly two years into a pilot program designed to test remote inspections of brokers' residential and other remote offices, FINRA feels comfortable enough with the results to push for a permanent policy.

Iffi Wahla is a second-time founder serving as co-founder and CEO of Edge, an HR tech platform focused on transforming the hiring landscape through solutions that aim to make talent acquisition quicker, more accessible, and effective for organizations everywhere. With insights gained from launching and growing his initial startup, where he built skills in team leadership and scaling operations, Iffi now channels that expertise into Edge's goal of changing the future of work. Dedicated to fostering a more equitable job market, he incorporates AI-driven tools and user-friendly interfaces to bridge gaps between employers and candidates, ultimately supporting broader economic advancement.

The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month as financial planners looked for ways to insulate clients' portfolios from global economic shocks.

This summer, Amplified Planning's Externship program saw 2,700 applicants — a record, and a sign that advisors are thirsting for opportunities to thrive in the wealth management industry.

There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.

Nazeefa Ahmed is a reporting associate for National Mortgage News through the Dow Jones News Fund. 

• Awards — Nazeefa was formerly a South Asian Journalist's Association Scholarship recipient. 
• Education — She is currently a business reporting student at the Craig Newmark Graduate School of Journalism and holds a degree in natural sciences from the University of Calgary.
• Experience — Nazeefa has previously covered housing for the Invisible Hand and as well as academic research for Science Magazine.

As brokerage firms keep getting sued for allegedly not providing clients fair returns on their uninvested cash, the SEC tells investment advisors they also have legal liabilities.

Kevin is an insurance industry and insurtech executive. He was the Founder/CEO of the first DSS app for healthcare and voluntary insurance benefits. He is an Innovator, Team Builder & Scaler

Sanjay Chojar is Senior Vice President and Chief Information Officer at the Amalgamated Family of Companies, overseeing all strategic technology decisions, including systems architecture, cybersecurity, and infrastructure. He brings more than 30 years of experience as a global technology leader across major financial services institutions, driving digital transformation and the application of advanced technologies such as AI, machine learning, and cloud services.

Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.