The Latest

Dan Arnold deployed a five-pronged argument for why consolidation is a recruiting boon for the No. 1 IBD.

Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.

Christopher Strand leads Carbon Black’s global security risk and compliance program strategy. With more than 20 years of information technology and security assessment experience, Chris oversees the development of enterprise platforms that help organizations deploy proactive security and compliance solutions. Throughout his career he has concentrated on refining a framework that bridges the gap between security policy and cyber-regulatory requirements, while helping to maintain, measure, and improve enterprise risk posture. Previously, Strand held security/compliance positions at Trustwave, Tripwire, EMC/RSA, and Compuware.

Angel Bennett is the assistant vice president of paid leave at Unum, a leading employee benefits and leave services provider.

Kevin Fromer is president and CEO of the Financial Services Forum, which represents the eight largest, most diversified U.S. banking institutions. Previously, Fromer was the executive vice president and head of public affairs for HSBC North America Holdings, where he was responsible for public policy and government affairs at the federal and state levels. Fromer spent over two decades in U.S. federal government, including as assistant secretary of the Treasury for legislative affairs from 2005-2009.

Kenneth E. Bentsen Jr. is president and CEO of the Securities Industry and Financial Markets Association.

Michael Simon is a consultant for ABBYY and the principal of Seventh Samurai, an e-Discovery and information governance expert consulting firm. Michael is a legal technology thought leader, having made over 100 presentations and written dozens of articles on e-Discovery and legal technology topics, including a book on Internet Law in 2002. He received his J.D. from Loyola University Chicago School of Law, and his B.A. cum laude from Tufts University.

Andrew Pery is a marketing executive at ABBYY, a global leader in content IQ and AI technologies and solutions. He has over 25 years of experience in the high technology sector focusing on content management and business process automation. Andrew holds a Master of Law degree with Distinction from Northwestern University, is a Certified Information Privacy Professional (CIPP/C) and a Certified Information Professional (CIP/AIIM).

About 350 employees at USAA may lose their jobs due to the deal.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.