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Amy Flanary-Smith is special counsel in the Columbia, S.C., office of Parker Poe.

Roger Hull is the chief product officer for CU Direct.

Thea Mason is VP and head of consumer deposits at PenFed.

Ken Sopp is president of Credit Union Leasing of America.

Pam Brodsack is chief technology officer at CO-OP Financial Services.

Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.

Craig Ramsey is head of real-time payments for ACI Worldwide.

Rob Anderson is a partner at FTV Capital.

FINRA blocked the influential advisor and wealth management entrepreneur on one case, but an arbitrator backed him on another.

“It’s no longer about coming to market and getting funding with some kind of novel pitch and seeing if it sticks,” says an industry analyst.