The Latest

Scott Thompson is the CEO of Tuition.io, a student loan repayment benefit company.

Susan Krause Bell is managing director at Promontory Financial Group. She is a former Senior Deputy Comptroller for Bank Supervisory Policy at the Office of the Comptroller of the Currency.

The nearly $4.5 billion deal is another case of consolidation in the industry, as firms grapple with falling fees and the rising challenge from managers of index-tracking funds.

Pre-retirees may consider funding a Roth account to take advantage of tax-free compounding and tax-exempt withdrawals in retirement, an expert writes.

The wealth manager claimed bank management knew a customer had a history of sexual harassment, but allowed him to continue doing business at the branch anyway.

The former Cetera advisors joined the firm’s employee channel.

“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.

Robert Mancini is head of U.S. payments for Finastra.

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.

Jeremy King is principal and co-founder of Crafted ERP. He began his career in investment banking and corporate development where he focused on the technology and manufacturing industries. He went on to hold senior executive roles in the finance, e-commerce, and software industries, including as the CFO of a publicly traded software company. Eventually, he took over the national technology and management consulting practice of a Top 20 CPA firm where he learned the intricacies of the craft beverage industry and identified a desperate need for modern technology solutions. He co-founded Crafted ERP in 2017 as a solution for breweries, wineries, distilleries and more.