The Latest

The longtime director of investor protection at the Consumer Federation of America could signal an overhaul of Reg BI under the Biden administration.

A report by the Center for Retirement Research at Boston College found that a jump in inflation could keep the COLA from meeting the rising costs that retirees face.

Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.

Elizabeth Beastrom is president of Thomson Reuters Tax, Audit & Accounting Professionals. She oversees the company’s full range of tax and accounting software, services and knowledge solutions for accounting firms of all sizes.

Mark Corcoran is CFA, OCIO at tru Independence

The board member of LGBTQ Loyalty Holdings and the company CEO discussed a new ETF that uses a four-pronged ESG screen of large cap growth equities.

Charles Maniace is vice president of regulatory analysis and design at Sovos, a global provider of software that safeguards businesses from the burden and risk of modern tax. An attorney by trade, he leads a team of attorneys and tax professionals responsible for all the tax and regulatory content that keeps Sovos customers compliant. Over his 15-year career in tax and regulatory automation, he has provided analysis to The Wall Street Journal, NBC and other outlets.

Désirée is Ginger’s Chief People Officer. Prior to Ginger, she was CPO at Carrot, where she built and led the company’s human resources function across the employee lifecycle. Prior to this, she led human resources functions at The Permanente Medical Group in San Francisco and BaroSense, a medical device company. Informed by human-centered design principles and data-driven inquiry, Désirée is committed to curating joyful and resilient workplace cultures where employees are empowered to do their best work. Born and raised in Europe, Désirée speaks three languages fluently, and she draws on her culturally diverse background to champion diversity, equity, and inclusion. She is trained in economics and legal studies, and holds a BA in Humanities and a master's degree in Clinical Psychology both from the California Institute of Integral Studies in San Francisco.

20 planners and executives offer starkly different views in the wake of a national spate of racial prejudice and violence targeting the group often typecast as the "model minority."

Independent broker-dealers can find examples for how best to serve, hire, support and promote a historically underrepresented group after a year marked by hate.