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Wayne Slavin is the CEO and Co-Founder of Sure, a VC backed insurtech startup. Prior to Sure he was the VP of Product Management at Tapingo, TechCrunch’s Most Innovative Company of 2013. His other past projects and companies include NetStumbler, a consumer app with more than 1.5 billion downloads, the Barnes & Noble Nook eBook reader, Buddy Media (now part of salesforce), and BackupRight the enterprise SaaS company he sold in 2012. He has a Masters Degree from Columbia University.

Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.

The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.

No matter how focused you are on a goal, it’s what steps you take towards that goal that determines whether it’s achievable.

Justin Pike is founder and chairman of MYPINPAD.

Tax professionals are starting to hear questions from their clients ahead of the official start of tax season about a variety of issues related to COVID-19.

One of the largest wealth managers aims to attract more teams out of the crop of nearly 7,000 advisors leaving employee-channel firms each year.

Dave Jacobs is the Co-founder and Co-CEO of Homethrive, an innovative age-inclusive employee benefit that provides expert Care Guides and supportive technology to employees who are caregiving for an aging loved one.

The firm pivoted away from an aggressive hiring strategy in 2016 and has seen a substantial drop in costs associated with picking up experienced talent.