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Jo Stahl is fiduciary tax administrator at Prairie Trust, a division of Waukesha State Bank. Reach her at (262) 522-7413 or jstahl@waukeshabank.com or https://prairietrust.com.

Roberta Rafaloff is the vice president of institutional income annuities at MetLife.

Rob LaHayne is the CEO of TouchCare.

The wealth manager whose parent firm also owns an insurer and asset manager settled its third case involving the same time period.

The allegations involving 12b-1 fees, cash sweeps and commissions also include violations of best execution rules.

Without market-leading, high-yield savings accounts, cash management at Betterment and Wealthfront isn’t as attractive as it was in 2019.

“We look forward to our day in court and will not be bullied by the regulatory thugs at the SEC," the firm's co-founder says.

Hubert Marteau is a technical expert and blockchain architect at Worldline.

Richard Hodgson is chief financial officer of Global Processing Services.

The fund has absorbed $15.6 billion so far in 2020.