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Ryan Davis is a Senior Manager, Assurance, at BPM LLP in San Francisco. He has over 10 years of public accounting experience, serving both public and private companies in a variety of industries. Ryan is well versed in the financial services industry where he has served alternative investment, marketplace lending and broker-dealer companies, and also provides audit and consultation services on all types of employee benefit plans.

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.

It could be a “better together” scenario for retiring sellers and under-55 advisors alik

Michael Delehanty is president of the Community Home Lenders Association and chief financial officer of Mountain West Financial, based in Redlands, Calif.

Chip Munn is the CEO and a Senior Wealth Advisor at Signature Wealth Group. He is the author of Leap Before You Look and The Retirement Remix and hosts the Maximum Advisor Podcast and The Retirement Remix Show. Connect on Twitter @chip_munn.

Bryan Garcia, President, CEO, Connecticut Green Bank

The department’s new proposal would restrict when fiduciaries can vote in retirement plans.

Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.

Firms had problems related to equities, options and cryptocurrency trading as well as slow websites and mobile apps.

Scott Cawood is the CEO of WorldatWork.