The Latest

SEC cases that go beyond faulting firms for their failure to disclose conflicts of interest have drawn pushback from the industry.

Kingsley Greenland is president and CEO of DebtX.

The bank allegedly made “hundreds of millions of dollars” by investing client assets in underperforming proprietary and affiliated funds without disclosing conflicts to clients.

Erin Hartley is a Licensed Marriage & Family Therapist (LMFT) and the VP of Clinical Operations at Meru Health, an online mental healthcare provider setting the new standard in how we treat depression, anxiety, and burnout.

In her clinical career, Erin has focused on working with individuals suffering from mood disorders including depression and anxiety in a wide variety of clinical and research settings. At Meru Health, she is working alongside passionate researchers, entrepreneurs, and clinicians to develop mental healthcare with immediate access and long-lasting outcomes.

Erin earned her undergraduate degree at Boston University where she studied Anthropology and her Master’s degree in Counseling Psychology from the California Institute for Integral Studies.

With more than 35 years of combined experience, and known as authentic, transformational leaders, Gig Talent Co-Founders, Hema Crockett and Jamie Jacobs, have built strong reputations for creating and developing high impact human resources teams that drive business results within tech, biotech and global Fortune 50 companies. They have taken this experience directly to the Gig Economy where they help HR Consultants and Leadership Coaches do the work they love by matching them with organizations who think about talent differently.

Rob Shavell is co-founder and CEO of Abine.

Amit Chaudhry is vice president of marketing at RecVue.

“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.

The biggest losses this year came from sectors that suffered the most in lockdown.

Despite lofty markets, offering a “lazy” portfolio may doom a number of ill-prepared planners in the coming year, our columnist warns.