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Lesli Gooch is the CEO for the Manufactured Housing Institute. MHI is the national trade organization representing all segments of the factory-built housing industry.

Michael Mansard is principal director of subscription strategy for Zuora.

Advisors have to make sure the whole team is treated fairly; avoiding making women into "the chick who always pours coffee,” writes Amanda Kerley.

Amanda Kerley is the Head of HR Strategy and Culture at Dynasty Financial Partners. She has over 15 years of experience in the wealth management industry, starting her career at US Trust/Bank of America before becoming a founding member of Dynasty Financial Partners. Throughout her tenure at Dynasty, she has designed multiple Human Resource programs, helped build the community pillar as well as the internal RIA, and curated various client experiences.

Laurence Sotsky is the CEO of Incentify, a Los Angeles-based AI technology company specializing in the discovery and management of tax credits and incentives. Before Incentify, he was the CEO and founder of Hopscotch, a venture-backed SaaS platform specializing in mobile application development for the sports and entertainment industry. Prior to his entrepreneurial ventures, he spent seven years in management consulting at Deloitte Consulting and Accenture.

Anita Dennis is an award-winning freelance journalist and author whose work has been published in The New York Times, the Wall Street Journal and The Journal of Accountancy, among other publications.

After the Schwab-TD merger, rival firms are reaching for new business opportunities. Is David sprinting past Goliath?

The firm has been locked in a contest with runner-up Vanguard for flows, with the latter winning last year for the first time since 2013.

The bank joined dozens of other companies in announcing that they would suspend and review their political donations following the Capitol riot.