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One option is to sell funds with lower or no estimated distributions, especially if possible savings will exceed trading costs.

Neal Keene is executive vice president of strategy at Intelledox.

Rafael Lourenco is an executive vice president at ClearSale.

Scott Powell will oversee the bank’s relations with regulators as it seeks to shed a Federal Reserve-imposed asset cap.

Younger clients who adopt an overly conservative investment approach are advised to consider diversified, low-cost equity products to boost returns.

Doug Laney leads the data and analytics strategy practice at Caserta, and is the best-selling author of “Infonomics.”

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

The ex-Northwestern Mutual advisors dropped their broker registrations, selecting the TAMP and platform’s services in the process.

Michelle Lanter Smith is the Chief Marketing Officer of EPAY Systems, where she oversees the company’s go-to-market strategy, customer success, and technical support operations. Michelle brings 20+ years of leadership experience in driving revenue growth for high-tech and service-driven firms. She graduated summa cum laude from Marquette University, where she earned her Bachelor of Science degree in Business Administration. She holds a Master of Business Administration with distinction from Northwestern University’s Kellogg School of Management.