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The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

Amy McDonough is chief operating officer at Fitbit Health Solutions.

Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

With income taxes attached to hardship withdrawals, they are often advised to carefully weigh other options.

Lex Boost is the chief executive officer of Leaseweb USA. He is responsible for the development and execution of Leaseweb’s core vision and strategy across the United States. With over 20 years’ experience in the digital industry, he has gained leadership experience from a broad range of organizations and cultures, including both B2B and B2C markets, in startups, as well as large corporations.

Paul Gaynor is the global technology and alliance consulting leader at PwC with responsibility for setting PwC’s network technology and alliance consulting vision and strategy. With more than 25 years of experience at PwC, Paul has provided a broad range of financial, operational and technology consulting services to the firm’s clients in the areas of finance transformation, working capital optimization, ERP implementation and risk management.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.