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The app will allow trading of listed stocks and ETFs.

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

The bank’s consumer and wealth management business produced $2 billion in revenue in Q4, contributing to full-year revenue of $7.5 billion.

Officials said for nearly a decade, former New York advisor Perry Santillo defrauded clients to throw six-figure birthday parties and fill his closet with $10,000 suits.

Growing client assets, a rebounding economy and a more efficient approach led to an 86% boost in net income for Wells Fargo.

It’s natural to be worried about being replaced, but it’s smarter to make yourself irreplaceable by taking advantage of the edge technology offers.

Sandee Perfetto is senior personal lines coverage director for Verisk’s Underwriting Solutions. Perfetto leads a team of personal lines and farm insurance professionals in using customer feedback, market knowledge, and business intelligence to drive the creation of new coverage products, and to maintain and enhance Underwriting Solutions existing programs. Over the years, Perfetto has helped develop a number of new personal lines products, and currently leads the personal lines development of insurance solutions for the sharing economy, millennials, autonomous vehicles, cyber and cannabis. Perfetto began her career at Verisk in the personal lines division. She graduated with a bachelor of science degree in insurance and finance from the University of Hartford and earned a master of science degree in education from Queens College. Sandee can be reached at Sandee.Perfetto@verisk.com.

John McDonough is Head of US Wealth Management Intermediaries Distribution at Invesco. He was previously the head of OppenheimerFunds’ Distribution and Marketing Teams, including Digital Distribution and Innovation.

There’s “a pretty good chance” that the U.S. will outpace current expectations for this year, the megabank’s CEO says.

Matt is the Chief Operating Officer for Duck Creek Technologies. He brings more than 25 years of the insurance industry and technology experience to this global leadership role that is responsible for successful customer outcomes.

As COO, Matt is responsible for all of Duck Creek’s field operations, which encompasses the global customer experience through a full spectrum of customer account management activities. This experience ranges from customer expectation management, solution architecture & project proposals, implementation projects, SaaS provisioning, go-lives, and production servicing & support.

In previous executive roles, Matt was responsible for all day-to-day company operations, all new business development, and M&A activity that included Accenture’s acquisition of Duck Creek Technologies in 2011 and the joint-venture between Apax Partners and Accenture that resulted in the emergence of Duck Creek Technologies as an independent company in 2016.

Matt has deep roots in technology and is passionate about bringing innovative capabilities to the insurance market. In the formative years of the company’s technology solutions, Matt was chief technology officer for the Accenture P&C software group with responsibility for overall technology, architecture, and software blueprints for all P&C software products and a principal contributor to the original Claim Components software, now Duck Creek Claims.