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Judy Bodenhamer is the managing director of the Client Experience Group and a co-founder of Power Up Professionals. She helps professional services firms with business development, marketing, leadership and team development by coaching and developing professionals to unleash deeper impact, purpose and value in their organizations, both with clients and in the marketplace.

Katie Tolin is president of CPA Growth Guides and a co-founder of Power Up Professionals. She helps firms establish growth strategies; connecting the dots between strategy and actions to boost ROI. As a consultant or fractional chief growth officer, her areas of focus include marketing, business development, product management/innovation and client experience.

A new BNY Mellon survey predicts that even if the returns are lower, the next generation will be more focused on ESG issues, decentralized finance and cryptocurrencies

Social media and solid investing don't always mix.

The former Hightower and Morgan Stanley executive shares how the major fee-only RIA views the record-setting M&A marketplace.

Changing consumer expectations, new workplace realities and increasing demand for third-party access to data are pushing companies to re-invent cybersecurity's role for the future.

Eduardo is the co-founder and COO at BetterUp where he brings a successful operational track record and personal passion for human potential to his role. As COO, he leads work in coaching, business operations, and is responsible for the delivery and impact of BetterUp’s products and programs to its rapidly growing customer base.

Prior to BetterUp, Eduardo served in various strategy, investing, and operational roles at Altamont Capital Partners and Bain & Company. Eduardo is a strong advocate for education, economic access, and equity in the workplace, areas where he actively mentors and advises emerging leaders.

Eduardo holds a B.S. in Business, summa cum laude, from the University of Southern California.

Karen Hsu is the chief marketing officer at Appdome.

With their growth tied to market indices, FIAs have the potential to provide higher returns than traditional low-risk or fixed investments like CDs.

John Grevas is director of product marking at Ohio National Financial Services. A 15-year veteran of the industry, Grevas specializes in life insurance and annuity products and finding ways to make the benefits they offer easier for clients to understand. He holds a master’s degree in journalism and communication.