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Brandon Roth is the senior manager of technical marketing at Bill.com. After years of consultation and sales, supporting firms of all sizes and their clients, Brandon is now dedicated to his role as a ‘technical translator’ — helping firms better understand technology and how to use it to their advantage.

Ashley Murphy, CFP®, AIF® is a principal and wealth strategist at Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates around the United States and Australia. Ashley works with Australian and American expatriates to bring strategy, structure, clarity, confidence and compliance to their global financial lives and keep it that way. Ashley is a tri-citizen of the U.S., Australia, and the U.K. From 2014-2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University, he was a Knowledge Circle host for the International and Cross-Border Knowledge Circle with the Financial Planning Association (FPA) from 2017-2019 and is a regular conference speaker.

In order to avoid treating DEI as a fad, #DoingTheWork in wealth management ought to start with these critical steps, financial advisor Lazetta Braxton writes.

Andrew Kalotay is a leading authority on the valuation of taxable and municipal bonds. He is a prolific contributor to the literature on fixed income topics, such as bond refunding and the use and misuse of interest rate derivatives. His firm licenses fixed income valuation software and provides debt management advisory services. Before establishing Andrew Kalotay Associates in 1990, Dr. Kalotay was with Salomon Brothers. Prior to Wall Street, he was at Bell Laboratories and AT&T. On the academic side, he was the founding director of the graduate Financial Engineering program at Polytechnic University (now part of NYU). Dr. Kalotay holds a B.Sc. and M.Sc. from Queen's University and a Ph.D. from the University of Toronto, all in mathematics. He was inducted into the Fixed Income Analyst Society's "Hall of Fame" in 1997.

The move represents the third largest out of the IBD channel in 2020, according to company recruiting announcements tracked by Financial Planning.

Guy Davidson, senior vice president, AllianceBernstein

BNY Mellon’s CEO also sees a distribution opportunity for the company’s proprietary funds.

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.