The Latest

  • If this year has taught our industry anything, it’s that the key is to stay nimble.

    September 29
    Erik Setterlind
    Kalos Financial
  • Erik Setterlind is the senior vice president of investment management at Kalos Financial.

    September 29
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  • September 29
  • Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.

    September 29
    U.S. President Donald Trump pauses while speaking during an event in the Rose Garden of the White House in Washington, D.C., U.S., on Monday, Sept. 28, 2020. Trump is set to announce the government will send millions of rapid-result Covid-19 tests to states, and urge that they be used in schools. Photographer: Ken Cedeno/Sipa/Bloomberg
  • The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.

    September 28
  • Kim Muhota is Vice President in the Financial Services practice of SSA & Company. He is an executive with more than 20 years of experience in the Insurance, Private Equity, Payments, FinTech, Banking, Technology, and Business Services industries. He has demonstrated capabilities in working with C-Suite executives and line managers to drive actionable solutions rooted in deep analytics, and solving complex business challenges, and can be reached at kmuhota@ssaandco.com

    September 28
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  • John Rodgers is COO & Managing Partner, SSA & Company. He guides day-to-day operations, sets and steers SSA & Company’s business strategy, and oversees the Financial Services, Insurance, EMEA, and Healthcare practices. John has significant financial services operating and management experience with Aetna Life & Casualty and Cigna and has multiple insurance-related designations, including CPCU, RPLU, ARM, and AIS. He can be reached at jrodgers@ssaandco.com

    September 28
    John Rodgers.jpg
  • David Schimel is a senior research scientist at the NASA Jet Propulsion Labratory, and is the chairman of Entelligent.

    September 28
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