The Latest

  • Kylene O'Connor Carse, CPA
    BWC & Associates, Inc.

    October 22
  • For Fisher, the man, as well as Fisher, the firm, the fallout is piling up.

    October 21
    Ken Fisher
  • “Building and adhering to a budget that accounts for these types of expenses will create long-term security in retirement,” a CFP says.

    October 21
    Retiree spending new chart
  • Jeff Canfield is Head of Innovation at the Argo Group, where he seeks to transform ideas into measurable change. Prior to his current role, Canfield served as SVP and head of E&S Casualty at Colony Specialty, also a part of Argo Group. Before joining Colony in 2016, he served as senior vice president and product line leader of excess casualty at Aspen Insurance. Prior to that, he served as profit lines manager for excess casualty national accounts at AIG. He holds a bachelor’s degree in political science and government from the University of Richmond in Virginia.

    October 21
  • More than $1.8 billion has been yanked from the executive's investment firm.

    October 21
    fidelity-investments-iag-2016
  • Glenn Wisegarver is founder and CEO of Sigma IQ Inc., which makes an account reconciliation platform powered by AI.

    October 21
  • Penny Crosman is Executive Editor, Technology at American Banker. She is based in New York. She guides technology coverage at American Banker and other Arizent brands. She also hosts the American Banker podcast and from time to time writes about artificial intelligence and related tech topics.

    Prior to taking on this role, she was Editor in Chief of Bank Technology News. She has held senior editorial roles at Bank Systems & Technology, Wall Street & Technology, Intelligent Enterprise, Network Magazine and Imaging Magazine.

    October 21
    Penny Crosman Cropped
  • Neal Schoenbach is vice president of business development and virtual care strategy at GlobalMed.

    October 21
    Neal Schoenbach
  • The move follows similar offers from other major brokerages in the last two weeks, as firms race to woo clients with the lowest-priced products possible.

    October 21
    Bank of America by Bloomberg
  • The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.

    October 21