The Latest

The second year of the pandemic unleashed unprecedented exogenous challenges for financial companies heading into 2022. What core trends will shape the industry moving forward?

Heather Turner supports SMA's advisory and consulting engagements through rich written content, quantitative and qualitative primary research, market and technology trend analysis, and the management of SMA IP materials. Prior to SMA, Heather was managing editor of the NU Property & Casualty Group at ALM, which includes the insurance industry publications PropertyCasualty360.com and NU P&C and Claims magazines. She started her career as a journalist reporting on the property & casualty insurance industry at Insurance Business America and its sister publications in Canada and the U.K.

Heather is a graduate of Florida State University, where she earned her bachelor's degree in Editing, Writing, and Media.

The U.S. brokerage arm of the Swiss bank must pay damages under a FINRA arbitration case otherwise found to be ‘clearly erroneous.’

The company’s technology is used by more than 150 banks, asset managers and life insurers to oversee more than $1.5 trillion in assets.

The moves come amid uncertainty about Democrats' plans to raise taxes on the rich.

Vijay Mahendrakar is head of Insurance Business Solution, Europe at Mphasis. Vijay helps brokers and insurers to successfully implement digital and data technology, transform their operation enabling business to be truly customer centric, digital first, data driven business and grow profitably. Vijay has 25+ years of experience with global BFSI customers, he brings unique expertise at intersection of Insurance business domain, legacy technology modernization, building cloud native platforms, monetizing data as an asset and transform operation ways of working. Similarly working with Mphasis, a global technology company, he brings rich expertise across business development, large transformation deal solution design and capture, consulting, and successful delivery of complex change programs.

The bank is turning to an executive who comes with baggage of his own after a shortened tenure as CEO of AMP.

Heather Lowe is the founder and president of Ditched the Drink.

JPMorgan Chase is preparing to pay roughly $200 million to resolve U.S. regulatory investigations into lapses over monitoring employee communications.

Danielle Burns is vice president and head of business development at CNote, a women-led community investment platform.