The Latest

Phil Shoemaker is chief business officer at Home Point Financial, based in Ann Arbor, Mich.

Yaroslav Kuflinski is an IT consultant, and observer of artificial intelligence and machine learning best practices, at Iflexion.

Shannon Kennedy will lead a global expansion of the unit, with a team of more than 200 people.

The fate of Mary Mack is drawing attention because there are so few women within reach of the CEO suite across the nation’s 10 biggest banks.

Captain Andrew Kinsey spent 23 years in the U.S. Merchant Marine and U.S. Naval Reserve, sailing in all licensed ranks, including Master. His sailing experience was primarily with Maersk Lines, sailing as Master of three different Container ships.

He also served as Master aboard two Military Sealift Command (MSC), Large Medium Speed RORO (LMSR) ships, the USNS “Sisler” and USNS “Red Cloud.” He served in Operations Desert Shield & Desert Storm, Restore Hope, Enduring Freedom and Iraqi Freedom, and received numerous decorations and awards.

After coming ashore in 2006, Andrew worked as an independent Marine Surveyor in the Tri-state area and joined the ACE/US Commercial Marine - Marine Advisory Service, in 2009. At ACE he was responsible for providing a wide range of Risk Control services to support its commercial book of marine business, including Cargo, Project Cargo, Hull & Machinery, Terminal Operators, and related Inland Marine LOB’s.

Andrew is a graduate of the United States Merchant Marine Academy at Kings Point, NY (1984) and holds a Bachelor’s degree in Marine Transportation/ Nautical Science. He also holds an Unlimited U.S. Coast Guard Masters License, for vessels of any gross tonnage upon oceans.

Target-date funds can help risk-averse young clients ease into investing.

Mariel Beasley is co-founder of the Common Cents Lab at Duke University

The SEC clarifies what's permissible under the new regulations, the latest sign of the confusion it created in the advisory industry.

Leigh Riley is a partner and a vice chair of the business law department with Foley & Lardner. She focuses her practice on employee benefits and executive compensation.

Christian Damour is product and services manager for security at FIME.