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The argument in favor of a formula long supported by advocates gets weaker in light of new data, according to a report by retirement experts.

Diane Schumaker-Krieg is a senior finance executive with over 30 years in leadership roles on Wall Street. She appeared for nine consecutive years on American Banker’s list of the 25 Most Powerful Women in Finance.

The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O'Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business.

Images traditionally used in financial services literature would have us believe that everyone’s perfect idea of retirement involves sitting in a beach chair, soaking up the sun with a book in hand and toes wiggled into the sand. But does this unilateral perception reflect the reality of what your client base wants or needs? Probably not. When it comes to planning, no one can be put in a solution box.

In early September, a California jury awarded former Edward Jones broker Dalas Gundersen $30 million in damages for defamation from the firm, nearly $9 million more from the two ex-colleagues.

Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.

Amid rising criticism of bans on court filings in wealth management, the firms’ customer agreements are getting as much scrutiny as those of brokerage firms.

Dan Scholl is head of municipal finance for Wilmington Trust. He was co-head of municipal asset management for Schroder investments, and has worked directly for two governors, three state chief financial officers, and briefly served as deputy treasurer for the state of Delaware over the last 30 years.

Emily VanVleet is a partner and the tax operate transformation leader for Deloitte Tax LLP. She has more than 20 years of experience in tax consulting, strategic process design and practical approaches to tax transformation.

Christina Robbins is director of strategic communications at Digitech Systems LLC with more than 20 years of information management marketing leadership experience.