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The rollover period has been extended to Aug. 31, allowing some clients to breath a sigh of relief.

Christopher Parks is director of channel marketing at Paychex Inc.

As much as 86% of investors in a recent survey say they would prefer prefabricated fund packages, as long as they were properly spelled out by advisors.

Christopher D. Armstrong is executive vice president, Wholesale Product manager and head of the Financial Services Group at the Federal Reserve Bank of New York. He is also on the Bank’s executive Ccmmittee. In this role, Armstrong oversees the Wholesale Product Office, which is responsible for managing the Fedwire Funds, Fedwire Securities and the National Settlement Services on behalf of the Federal Reserve System and the cash and custody function, which includes cash operations and global currency cervices for the Fed’s Second District.

Asset manager Blueprint Capital Advisors claims they stole confidential business information and discriminated against the Black-owned firm.

Leveraging big data, machine learning and artificial intelligence will extend stock selection beyond its current capabilities, according to Procure Holdings President Bob Tull.

Larry Nichols is president and CEO of Member Driven Technologies

Mark Masterson is a managing director of FSI at Adobe.

Bob Tull is the co-founder and president of Procure Holdings.

The wirehouse says it wants to simplify pricing for separately managed accounts and expand client choice.