The Latest

  • Despite some impressive short-term gains, more than half underperformed their peers over the decade.

    September 9
  • Steven L. Skancke, Ph.D., is chief economic adviser at Keel Point and a former White House and Treasury Department staff member.

    September 9
  • Jeff is responsible for leading Simply Business's U.S. insurance product function, with a focus on advancing the company's mission of closing the coverage gap for small businesses through innovation and a customer-centric approach.

    With nearly two decades of leadership experience, Jeff has a proven track record of developing and scaling digital insurance solutions at industry-leading companies, including Liberty Mutual, Plymouth Rock Assurance and Lemonade.

    Throughout his career, he has specialized in leveraging technology to simplify complex coverage decisions and deliver robust, data-driven insurance products. An entrepreneur at heart, Jeff co-founded Sagewell Financial, a fintech company designed to help retirees navigate complex financial landscapes. This firsthand experience as a business owner provides him with a unique perspective on the challenges faced by the customers Simply Business serves.

    September 9
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  • “Americans are relying on Social Security more than ever during this pandemic,” House Ways and Means Social Security subcommittee chairman John B. Larson wrote.

    September 9
    House Ways and Means Social Security subcommittee chairman John B. Larson introduced the Save Our Social Security Now Act with Ways and Means Committee chairman Richard Neal along with 19 colleagues to overturn President Trump’s executive action to defer payroll tax contributions.
  • Lisa Tepley is the Total Rewards Manager of Slumberland Furniture, headquartered in Oakdale, Minnesota. She’s known for designing successful rewards strategies that cultivate a terrific employee experience and attract top talent.

    September 9
  • Investors are placing their bets on value funds after the category posted its worst quarter this century in the wake of the coronavirus pandemic.

    September 9
    The Nasdaq 100 has tumbled almost 10% in three days.
  • One problem is the proposal is focusing on the minor advantage of tax-deferred retirement plans, says Bloomberg columnist Aaron Brown.

    September 9
    The presidential campaign of Joe Biden and Kamala Harris propose to tax the plans at both contribution and distribution, and to offer a refundable tax credit to make up for the double taxation.
  • David Grimes is CEO of Sorted.

    September 9
  • Chris Panebianco is chief marketing officer forBHG, a provider of financial solutions for accountants and CPAs. He is responsible for marketing initiatives to support BHG’s commercial working capital loans, personal financing, commercial and personal credit cards, SBA loans and collection management.he has more than 11 years’ experience in financing.

    September 8
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  • The firm’s National Financial Services allegedly failed to deliver certain basic information to clients in five public offerings of shares in a fuel cell technology company.

    September 8