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Despite recent upheaval, some clients will still be shocked their portfolios have shown declines.

Clancy Fossum, CPA, is CEO of the financial consulting firm Embark. Before joining the firm, he spent over 12 years with Deloitte in the Dallas and Austin audit practices, primarily serving public companies in different industries.

Elizabeth Hughes is a senior content writer at Pandle.

For better or worse, investors have mostly turned around the fortunes of risky assets entirely on their own.

Robin Holland is chief operating officer of Purchasing Power, a voluntary benefit provider.

Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.

Nabil Hannan is a managing director at NetSPI.

Managing Director, Banking Solutions, Bottomline

Arvid Vermote is CISO of GlobalSign.

Pamela Novoa Ralli is vice president of product management at Sage.