The Latest

Jim Johnson is EVP of FI payments and wealth at FIS

Aaron Fuller is principal consultant and owner of Superior Data Strategies.

Ed DeMarco is president of the Housing Policy Council. Previously, he served as the acting director of the Federal Housing Finance Agency from 2009 to 2014.

Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.

Advisors will find the lowest, near-zero fund. Do they read the fine print?

Sheryl Kravitz is a director of brand and communications at the digital agency One North. She has more than 15 years’ experience in helping highly matrixed organizations solve their most pressing brand and communications challenges. She has worked with a broad range of industries – from aerospace and defense to industrials and professional services organizations – and specializes in helping companies grow their brand and drive business growth.

Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.

David Lareau is CEO of Medicomp Systems, a physician-driven provider of clinically contextual patient data solutions.

Chris Duncan is chief operating officer of Decisely Insurance Services.

The regional BD has maintained a steady influx of wirehouse advisors.