The Latest

  • Mass exodus from the market has forced managers to dump securities to raise cash, sending prices tumbling the most in at least four decades.

    July 9
    TIAA purchased $1.1 billion worth of shares in the Nuveen fund run by manager John Miller.
  • Stephen Goldstein is Vice President, Client Experience Lead for RGAX, the transformation engine of Reinsurance Group of America, Incorporated (RGA). Stephen works closely with insurance companies in the U.S., Canada, Mexico, and South America to develop needs-based solutions.

    He most recently spent four years with Prudential Assurance in Malaysia in a range of business development roles culminating with Director, PD Sales Management. Previously, he was with Prudential plc, where he first led agency operations into Eastern Europe and Ireland, and then served as Principal Auditor for the Group Head office in London. Before then, he was a wholesaler with Jackson National Life Insurance Co.

    Stephen’s global experience in the insurance and financial services industries spans corporate roles in the U.S., Europe and Asia, with a focus on distribution, operations, audit, market entry, consumer financial advice, and corporate strategy. Through his consulting practice, Stephen has also helped insurtech startups with their sales and go-to-market initiatives.

    Stephen’s Bachelor of Science (B.S.) degree in Business Management and Entrepreneurship from the University of Arizona includes coursework at the University’s Eller College of Management business school.

    July 9
  • Affluent investors are concerned about transparency, performance and value, according to a new report by Capgemini.

    July 9
  • M&A

    Its rivals have been building out their own insurance arms in recent years and have brought on executives who can help them attract more business.

    July 9
    “Our businesses are complementary and our partnership will benefit all of our collective stakeholders," Henry Kravis (pictured) and George Roberts, co-CEOs of KKR, said.
  • The firm announced plans in March to acquire $200 million of its stock and has been in the market on average once every three trading days since.

    July 9
    While outflows have peaked in the first quarter, Janus Henderson CEO Richard Weil, center left, said gross sales reached the highest since the merger, and that redemptions slowed in April.
  • Tom Torre is CEO and Founder of Bend.

    July 9
  • Angela Anastasakis is senior vice president of operations and customer success for Nvoicepay.

    July 9
  • The funds helped the firms offset diminished revenue and preserve jobs, executives say.

    July 8
  • Nancy Ekrem has been a principal of the firm DME CPA Group PC since 1991 where she currently serves as Managing Director. DME is located just north of Seattle and services business and individuals throughout the region. Her main focus is serving clients in the areas of Estate Planning, Income Tax Planning, Business Planning, and compliance with Generally Accepted Accounting Principles (GAAP). Innovation and growth are everywhere in business and life. Nancy loves digging into an opportunity and finding an innovative way to do things. Nancy attained her CPA certificate in 1982, and has spent most of her career in public accounting. She has been with the firm since 1985. Nancy is a graduate with a BS in Business Administration from Seattle University (1981) - (Go Redhawks), a member of the Washington State Society of CPAs and the American Institute of CPAs. Currently a member of the Board of Directors of Camp Fire Snohomish Council, the Board of Directors of Greater Edmonds Chamber of Commerce where she serves as Chair, Economic Alliance Snohomish County where she serves as Treasurer, she has spent much of her time serving on various committees and boards throughout the region that emphasize business, arts, and youth. She lives in Seattle with her husband Vance. They are the parents of adult children and have twin grandsons. (Being a Grand is Grand!) They enjoy traveling, hanging out with friends, and hosting "family" dinners. One of Nancy's favorite activities is working with teenagers.

    July 8