The Latest

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

Steve Gilbert is director of advanced planning at Prudential Financial

John Grogan is executive vice president and Chief Product and Innovation Officer for Northwestern Mutual.

The party’s draft party platform criticizes lax standards implemented by the Trump administration, and vows to strengthen Social Security.

At the height of pandemic-related job losses, 18.9% of Americans with disabilities were unemployed, data show.

Sheryll Yee is a retirement consultant at Commonwealth Financial Network. Yee assists affiliated advisors and home office staff with information and insights on retirement-related topics, including IRAs, qualified plans regarding IRS rules and regulations, retirement planning and product selection.

A typical investment for Nuveen's $5.8 billion impact investing unit these days ranges from $20 million to $60 million, says its co-head.

Jay Choi joined Qualtrics in January of 2016 and is currently the Executive Vice President of the Employee Experience business. At Qualtrics, Jay has led several key initiatives including category creation, pricing / packaging, and GTM strategy. Prior to joining Qualtrics, he served 16 years in executive roles with Deloitte, 3M, and Danaher. Jay earned his Bachelor’s degree in Computer Engineering from the University of Michigan and his Master of Business Administration in Marketing, Finance and International Business from the Kellogg School of Management at Northwestern University.

Patrick Luther is vice president and principal of the Financial Services Industry Advisory at Ceridian, a global human capital management (HCM) software company.

The latest roundup of 32 IBD affiliation moves, M&A deals and expert studies reveals the mixed impact of the coronavirus.