The Latest

  • Karla Ch'ien is director of client solutions for Cognizant Softvision.

    February 3
    Ch'ien-Karla-Cognizant-opinion-PSO .jpg
  • Charles Hylan, CPA, MBA, is the managing director at The Growth Partnership, where he advises clients within several areas of TGP’s service offerings, including marketing, strategic planning, partner relationships and leadership development. Additionally, he is a senior business developer at ABLE: CRM for CPAs and leads efforts to bring the Rosenburg survey, a benchmark report comparing over 100 metrics across nearly 400 firms to the accounting marketplace. He has experience consulting and working with accounting firms ranging from sole practitioners to national and Big Five firms.

    February 3
    Hylan-Charles-Growth Partnership
  • The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.

    February 3
  • Scott Ford is the new president of the 1,400-employeee wealth management unit that caters to affluent clientele of the Minneapolis company.

    February 3
    Scott Ford, U.S. Bancorp
  • The team caters to wealthy clients and athletes, and specializes in private placement life insurance.

    February 3
    A pedestrian shelters under an umbrella while passing a UBS Group AG bank branch in Zurich, Switzerland, on Monday, Jan. 22, 2018.
  • This could be "could be much larger than we expect,” Zach Perret says.

    February 3
  • Consumer advocates are calling for Gary Gensler to toss out Reg BI as wealth managers aim to keep the prior administration’s rule in place.

    February 3
    Breakout of financial professionals by registration
  • Louisa Harbage-Edell is the director of market intelligence and strategy for Arity. She has spent her entire career in the insurance industry and most of that surrounded by telematics, first as an actuarial analyst at Progressive Insurance, before transitioning to business consulting, where she spent over a decade helping to build initial demand for telematics programs across the insurance industry, including launching the precursor product to DriveAbility.

    February 3
    louisa.jpg
  • Megan Klein is the Actuarial and Rating Services Director at Arity. Her team is responsible for the actuarial support of Arity’s telematics models, enabling insurance companies to execute on their goals around telematics. Leveraging over a decade of P&C insurance product and pricing experience, Megan ensures telematics risk models are actuarially sound, consumable by users, and supportable with regulators. Megan received her bachelor’s degree in Mathematics: Statistics and Actuarial Science from the University of Northern Iowa. She is a Fellow of the Casualty Actuarial Society.

    February 3
    megan-klein.jpg
  • Rob Nendorf is the Director of Data Science at Arity. He leads the data scientists, data engineers, and analysts across the company that turn our driving data into meaningful insights. He previously led data science as well as analytics deployment initiatives at Allstate. Rob received his Ph.D. in Mathematics from Northwestern University.

    February 3
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