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Chris Gunderman is chief financial officer for DataPath, Inc.

Amanda Garner leads the Outsourced Marketing Division of The Growth Partnership. In addition to professional services marketing, her background includes years working with various media outlets as a producer and on-air talent. Most notably, her job history includes a one-year production role at NBC’s “Meet the Press.” Reach her here.

The fintech will help these consumers set aside money in a tax-advantaged savings account that won’t jeopardize federal benefits tied to income.

Danica Dilligard is an EY audit partner with more than 20 years of combined public and private experience serving high-growth companies at various development stages, primarily in the life sciences industry. She was named one of 2020’s “Most Powerful Latinas” by ALPFA (Association of Latino Professionals For America).

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.

Helping employees reach a financially stable retirement is a top priority for employers.

The firm hired more than 10,000 employees, boosting total staff to 47,000 associates.

The largest banks have cut compensation or held it steady for their top executives. Many regionals, though not all, are expected to make similar decisions as boards balance the desire to reward strong leadership during the pandemic with lackluster financial performance and public relations concerns.

The regulator will be stepping up scrutiny of advisors on this issue and others, including ESG and cybersecurity.

Robinhood Markets has snared most of the attention for attracting an army of day traders during the pandemic. But far bigger profits are flowing to the family behind Fidelity Investments in Boston.