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Anne Burkett is the national HR technology practice leader for USI Insurance Services, based in Dallas. She can be reached at anne.burkett@usi.com.

Nir Harif is a senior manager at Imperva.

Alex Shegda is a principal with Point B, an integrated management consulting, venture investment, and real estate development firm. He is an IT professional with 15 years of experience building and leading global IT teams through change, and has led infrastructure, governance, strategy and change management projects for small, midsized and large organizations across multiple industries.

Want to know what financial advisors can earn?

“We see optimism, but a guarded optimism,” says Mike Ryan, Americas chief investment officer at UBS Global Wealth Management.

Asset managers are seeking alternatives to standard mutual fund products.

Clients are paying about half as much to own funds as they were 20 years ago.

Leslie Krigstein is vice president for congressional affairs for the College of Healthcare Information Management Executives.

“People didn’t want to use up their estate tax exemption,” but that has changed as a result of the new law, an expert says.

Mark McKee is the president and COO of OnPay, a payroll software company. His 15+ years of experience in institutional investing, equity research, private equity and investment banking give him deep insights into what growing businesses and their accountants need to build easy, error-free financial practices.