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George White is executive vice president of operations at Custodia Financial, a consortium of retirement industry executives working to solve the problem of retirement plan leakage from 401(k) loan defaults.

Daren Blomquist is vice president of market economics at Auction.com, located in Irvine, Calif.

The bank, which has made wealth management its central focus, plans to charge its Swiss clients an annual fee of 0.6% on deposits of more than 500,000 euros.

Danny Ludeman had worked at the wirehouse from 1999 to 2014.

Savaram Ravindra is a freelance business and technology blogger.

Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.

The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.