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James Roche is the vice president of product management at Verisk. He is responsible for product strategy and the development of new and enhanced, innovative solutions for personal lines property underwriting. James is a data analytics and insurance executive, having spent 25 years in the industry with roles across a variety of divisions including claims, operations, and underwriting.

The veteran journalist explains how he has adjusted quickly to a new beat and his plans for the series in future months.

Penny Lee is the president and chief executive officer of the Financial Technology Association, a trade group representing innovative financial technology companies.

Kevin Cannon is a director in Opportune’s valuation practice based in Houston. He has 17 years of experience performing business and asset valuations and providing corporate finance consulting. His experience includes valuations of businesses and intangible assets for purchase price allocations, impairment, tax planning, and portfolio valuation purposes for companies in a variety of industries, including oil and gas, oilfield services and industrial manufacturing.

Specific, well thought out educational strategies can help the workforce reach their retirement goals.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

Chi Chi Wu is a senior attorney at the National Consumer Law Center with a focus on credit reporting and scoring.

The bank’s Moscow office has approximately 125 employees working across wealth management and the investment bank.