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Ms. Washburn is a Managing Director at Municipal Market Analytics (MMA), an independent research and consulting group that publishes commentary on the US municipal bond market. Prior to MMA, Lisa was a managing director at Moody’s Investors Service where she managed several ratings teams and led various high profile projects, including the agency’s first municipal default study and the 2010 municipal rating recalibration.� Lisa is currently serving as the 2016 Chair of the National Federation of Municipal Analysts (NFMA) and has been on the Board of Governors and led many of the organization’s committees since 2008.�� She is also a member of the Municipal Analysts Group of New York (MAGNY).� She has an undergraduate degree in finance from Lehigh University and holds the designation of Certified Management Accountant.��

Nicole Byrd is Chair of the National Federation of Municipal Analysts

Offering Manager, Consumer Solutions, IBM Watson Health

Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.

It’s the best debut for any U.S. ETF this year, and a sign it’s not the only firm that sees potential in the sector.

The firm plans to bring in more customers by offering direct investments in private companies for the first time.

“We believe every single employee of a company should have access to advice,” says Stephen Ulian, head of institutional distribution at Bank of America.

The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.

Jeff Wixted is vice president of marketing and client solutions for Accertify.

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.