The Latest

  • With a new administration, the regulator has an opportunity to renew its focus on a key pillar of its mission.

    November 10
  • Advisors need a complete picture of the unique defined benefits and compensation a veteran receives.

    November 10
    Jerry Quinn
    American Armed Forces Mutual Aid Association
  • Jerry Quinn is COO of the American Armed Forces Mutual Aid Association.

    November 10
    Jerry Quinn COO American Armed Forces Mutual Aid Association
  • In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.

    November 10
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  • While Trump’s administration could slow down transition efforts by disputing election results, big U.S. companies are moving on.

    November 10
    “We look forward to working on the big problems that face the world,” Bank of America CEO Brian Moynihan said at the opening of the company’s Future of Financials 2020 virtual conference Monday.
  • If Republicans keep their majority, the incoming administration will likely have to pick moderates over progressives to have any chance of getting its nominees approved.

    November 9
    Gary Gensler, left, has reportedly been tapped to vet financial regulatory appointments for the Biden transition team. Fed Gov. Lael Brainard has been mentioned as a potential choice for Treasury secretary in the new administration.
  • Shannon Retzke Smith (pictured), Michelle Graham and Marsha Dungog are partners who specialize in international taxes at the law firm Withers Worldwide.

    November 9
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  • Michael S. Edmiston is an attorney with Jonathan W. Evans & Associates and is the immediate past president of PIABA.

    He is a former NASD Dispute Resolution senior staff attorney and business manager for a national dispute resolution firm. Since 2006, he has represented  investors in claims against brokerage firms, RIAs and other financial services companies.

    November 9
    Michael S. Edmiston, attorney at law firm Jonathan W. Evans & Associates and past PIABA president
  • David P. Meyer is the current president of PIABA and the managing principal of the law firm MeyerWilson.

    November 9
    David P. Meyer is the current President of PIABA and the Managing Principal of the law firm MeyerWilson
  • As Vice President, Data Science in RGA Reinsurance Company's Global Research and Data Analytics department, Jeff Heaton works primarily with modeling risk for underwriting systems using electronic health records. In this role, Jeff's IT background allows him to bridge the gap between complex data science problems and proven software development. Jeff joined RGA in 2001 as a member of the Information Technology (IT) group to design and implement systems for retrocession administration and premium calculation, and transitioned to a data science role in 2013. He is a frequent speaker and author for organizations such as the Society of Actuaries (SOA), the Institute of Electrical and Electronics Engineers (IEEE), and for academic journals. Jeff has authored several books on artificial intelligence, and teaches a graduate course at Washington University in St. Louis on this subject. Jeff is a senior member of the IEEE and a Fellow of the Life Management Institute (FLMI). He holds a Master of Information Management (MIM) degree from Washington University in St. Louis and a Ph.D. in computer science from Nova Southeastern University.

    November 9