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Rob Day, General Partner, Spring Lane Capital

Matt Jackson is head of partner development for EMEA at PPRO.

The firm’s new technology will allow advisors to “get into the weeds” of underlying portfolios with clients.

A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.

The majority of planners intend to work remotely at least one day per week through 2021.

Deborah Matthews Phillips is senior vice president of payments and technology policy at the Independent Community Bankers of America.

The agency has 90 days to review files and reach decisions.

Grant Halloran is the CEO at Planful. He has over 20 years of senior leadership experience in enterprise software, a career to date marked by positions where he drove high growth and global expansions.

The fund giants voted for 99% of U.S. directors proposed by the energy, utility, banking and automotive companies reviewed by nonprofit research group Majority Action.