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Susan Peterson is digital lead, energy industries, at ABB. The firm aids customers with every level of digitalization, from planning to implementation, considering business priorities and challenges, as well as long-term goals.

From curating trips to Italy to designing their own software, these planners found creative ways to deepen existing client relationships and make new ones.

Lightyear Capital sold its majority stake in Wealth Enhancement Group to another wealth management industry entrant.

Because of bank sweeps, veterans and their families' accounts will default to a 26-basis point APY on cash — down from the 1%-2% returns they were getting from money market funds.

Erick De La Fuente, CPA, is vice president of finance transformation and business development at Embark. He can be reached at erick@embarkwithus.com.

The agency wants to hire a reputation management expert to burnish its image as it faces social media attacks.

Withdrawals have topped $17.2 billion this year as investor money shifts to low-fee products.

Rachel Lyubovitzky is CEO and co-founder of EverythingBenefits, the leading provider of next-generation automated benefits technology that uncovers hidden costs, eliminates errors and helps keep companies compliant.

Chris Wicker is head of partner sales at Xero Americas. As part of the U.S. leadership team, he helps lead all of Xero’s partner growth channels. Prior to joining Xero, Chris was the North America director of accountant partner sales at Sage, and has held senior roles at Restaurant365 Software, Abila, and YourMembership.com. Chris holds an MBA from Southern Methodist University.

Joseph Doyle is the Erwin H. Schell Professor of Management and Applied Economics at the MIT Sloan School of Management and co-chair of the Health Sector at J-PAL North America.