The Latest

  • Steve Coffman has more than 20 years’ experience in corporate benefits and insurance. During the last 17 years, he has managed disability and leave teams before serving as Director of Client Solutions for a Top 5 carrier. Steve’s current position at Guardian is Senior Life & Disability Practice Leader. In this role, he utilizes his extensive disability experience to assist key clients and producers in better understanding claim best practices and possible solutions that create value for companies and their employees.

    August 1
  • Ladenburg Thalmann's largest firm has added at least five teams in the wake of recent acquisitions by rivals.

    August 1
    Ladenburg Thalmann's revenue
  • The once high-profile RIA owner ran a $20 million Ponzi scheme, federal prosecutors said.

    August 1
    SEC Claims Advisor and Radio Host Dawn Bennett ‘Overhyped’ AUM and Returns
  • David Healy is senior vice president, group benefits, Sun Life U.S.

    August 1
  • Vasco Pedro is chief executive officer at Unbabel.

    August 1
  • Jason Yakencheck is senior managing consultant, IBM Public Service - Cybersecurity & Biometrics, and president of the ISACA Greater Washington D.C. Chapter.

    August 1
  • Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

    August 1
    Franklin Templeton Investments, a long-time active asset manager, is seeking approval for a Saudi Arabia ETF, according to a filing with the SEC.
  • Lev Kurts is the chief technology officer at ServiceChannel, ensuring that the company has an innovative and credible technology strategy and plan that supports its business goals. Lev has nearly a decade of experience in managing highly distributed teams responsible for the design and development of business-to-business software solutions. Before joining ServiceChannel, Lev served as director of product management at Workspeed Management where he led the product line strategy and roadmap and was fully responsible for the design and market delivery of multiple product versions and dozens of customer-driven features.

    August 1
  • Former retail brokerage head David Kowach is moving to the consumer bank.

    August 1
    David Kowach Wells Fargo executive 2019 photo
  • “Do yourself a favor and start saving early,” an expert says.

    July 31
    Retirement-Regret-Dec2018