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Rob Levy is vice president of research and measurement at the Financial Health Network, where he leads the research and thought leadership practice.

The former U.S. attorney for the Southern District of New York was also once a top aide to Senate Minority Leader Chuck Schumer.

Ryan McMahon leads Cambridge Mobile Telematics' Insurance and Government Affairs group, which works with partners around the globe to deliver results from their connected insurance programs. Ryan is passionate about technological innovation in the insurance industry. Before CMT, he worked in claims, product, corporate, and field marketing for both personal and commercial lines carriers. Ryan spent five years at Plymouth Rock Assurance where he ran the “More Than Just Insurance” platform and worked on a team to introduce the first of it’s kind telematics based rewards program to the U.S.

OCIE's recent exam initiative uncovers widespread supervision shortfalls in large, geographically dispersed firms.

The addition for Venture Visionary Partners grows its staff to 28 and total AUM to $3.7 billion.

Executives provided advisors an update. The company has separately said it cut more than 200 retail branches at the end of last month.

Tax policy for the next two years, and therefore tax planning strategies, may be determined in Georgia early next year.

Brian Buggy is CTO of Zynstra, an NCR company.

Vadim Verkhoglyad is Vice President and Head of Research Publication, dv01

A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.