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Timothy Lavin is an editor at Bloomberg News.

Clients who consider contributing to their health savings accounts past their full retirement age are advised to rethink their plan.

Ed Monan is director of corporate security sales at Dataminr. He previously supported a variety of U.S. government agencies, most recently the Department of Homeland Security.

Bill Capuzzi is CEO of Apex Clearing.

With brokerage firms lining up in support of the SEC proposal, fiduciary planners aim to keep their differences from the BD channel intact.

The company is “in the beginning stages of building out those capabilities,” according to a spokesman.

Mike Golebiowski is president of IBT.

Deborah Sturges is president/CEO of Hallmark Home Mortgage in Fort Wayne, Ind., and is a board member of the Community Home Lenders Association.

Eighty percent of advisors use portals. Many clients say they're not happy.

The rule requires greater public input, an industry trade group says.