The Latest

Kelly O’Donnell is the executive vice president and head of workplace at Edelman Financial Engines.

The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.

The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.

For its next leader, Ohio National turned to a veteran executive with prior experience leading its independent broker-dealer.

Maybe not, says FINRA — but if you’re IM’ing, using slides during the virtual meeting, or recording it, probably yes.

The wealth management firm says the pandemic has proven how invaluable the benefit is for retaining talent.

The rules address the definition of real property, and how to handle personal property included in an exchange.

Gary Bolinger, CAE, consults with associations on strategy and governance. He served as CEO of the Indiana CPA Society from 1990 to 2018, which he joined in 1984 as field activities director. From 1993-95, he served on the CPA Society Executives Association Board, and has served on several AICPA committees and task forces, including Information Technology, Strategic Planning, Peer Review Board, Uniform Accountancy Act Committee and the Pre-certification Education Executive Committee. He holds bachelor’s and master’s degrees at Indiana State University.

Sharon Emek, Ph.D., CIC, is founder and CEO of Work At Home Vintage Experts (WAHVE), an innovative contract talent solution that matches retiring, experienced insurance, accounting and human resource career professionals with a company’s talent needs. WAHVE bridges the gap between an employer’s need for highly skilled professional talent and seasoned professionals desiring to extend their career working from home. From screening to placement, WAHVE is a comprehensive solution to qualifying, hiring, and managing experienced remote talent.

One thing was made clear at the annual event: There’s more work to be done.