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Increasing regulatory complexity and cost pressure is driving the latest trend in tech investing.

Schwab Advisor Services says many advisory firms have yet to deploy some documented best practices to boost their business.

Steve Cook, Managing Director and Head of ETFs for Harbor Capital Advisors, led Harbor’s entrance in the ETF marketplace and oversees the firm’s development and launch of ETFs. Throughout his career he has worked on the successful launch of thousands of ETFs around the world, including the Nasdaq 100 QQQ fund in the late 1990s. 

Paige Pidano Paridon is a senior vice president and associate general counsel at the Bank Policy Institute

Bill Nelson is chief economist for the Bank Policy Institute

John is the CEO & Co-founder of TrustLayer, an AI-powered collaborative risk management platform. John previously founded Hawthorne Capital. John received his B.A. magna cum laude from Georgetown University, and his J.D. with Honors from the University of Wisconsin and studied at the University of Beijing.

Bank of America is turning to private jets and exotic cars to compete with American Express and JPMorgan Chase and lure big spenders to its credit cards.

John Powers is vice president at HealthComp with more than 20 years of experience in developing strategic benefits solutions with brokers and employer groups.

The direct-to-consumer startup will power an entirely digital policy only available through the insurer’s agents and advisors.

Three firms outperformed the rest in a new J.D. Power study, but the fund companies have some very basic problems.