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“Everyone is looking ahead to the elections and what tax policy could look like in various administrations," says Ben Huneke, head of investment solutions in the firm's wealth management division.
September 10
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Keith Higgins is chair of
Ropes & Gray ’s securities & governance practice and previously served as director of corporation finance at the Securities and Exchange Commission from 2013-2017.September 10
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Industry veterans have warned that packaging the loans into funds that are easily accessible could pose a risk to retail investors unfamiliar with collateralized loan obligations.
September 10
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The free lunches are over. Sort of.
September 9
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Threats to the program are multiplying and the coronavirus pandemic is accelerating a reckoning, according to a new analysis.
September 9
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Despite some impressive short-term gains, more than half underperformed their peers over the decade.
September 9
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Steven L. Skancke, Ph.D., is chief economic adviser at Keel Point and a former White House and Treasury Department staff member.
September 9
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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
