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For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.

Michael S. Downing has served as executive vice president and chief actuary at Athene since 2015. He is responsible for overseeing global actuarial valuation, modeling, pricing, product development and product go-to-market.

Greggor Holland is an Employee Benefits Consultant at USI Insurance Services.

A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.

The program has historically been high-stakes and cold-calling friendly. Novice advisors can expect something different now.

Advisors with disciplinary histories who keep other registrations after leaving FINRA BrokerCheck are much more likely to commit infractions, researchers say.

Donna DeBerry is Vice President, Global Inclusion, at Seismic. In her role, Donna leads efforts to build an even more diverse, equitable, and inclusive workforce and company culture. Donna has more than 20 years of experience leading diversity and inclusion programs at global organizations, including leadership positions at Starbucks Corporation, Nike, Indeed and Wyndham Worldwide.

Onramp Invest features integrations with Wealthbox CRM and Advzyon, a partnership with WisdomTree and financial backing from Ritholtz Wealth Management.

Gabe Garcia had been working to transform E-Trade’s custodian since shortly after the retail brokerage purchased it in 2018.

The bank has been working with tech companies to rewrite algorithms that can take advantage of forthcoming quantum machines sooner than originally thought, to price derivatives, calculate risk and use machine learning.