The Latest

Steve Templeton is the founder of Templeton & Company LLP and PracticePro 365. With over 30 years of industry experience, he has been named a “Power Leader” by the South Florida Business Journal for the past six years.

Arkadios Capital poached three advisors from its founders’ former firm after its revenue more than tripled in 2018.

In the last five years, the universe of sustainable funds has increased almost 70% to $760 billion in European and U.S. mutual funds and ETFs.

Frank Kenney is director of market strategy at Cleo.

René Dufrene is industry solutions general manager for financial services at AT&T Business.

Dominica DeGrandis is director of digital transformation at Tasktop. She teaches technology and business organizations how to optimize workflow across value stream networks. She helps teams reveal mutually critical information using Lean, Kanban and Flow methods. As author of “Making Work Visible - Exposing Time Theft to Optimize Work & Flow,” DeGrandis helps large organizations improve their capability to visualize workflows and create more business value. She blogs at ddegrandis.com and tasktop.com, and tweets at @dominicad.

Frequent communications with clients, candor and reassurance will increase a firm’s credibility and attract new business.

Leo D’Acierno has two decades of experience managing and consulting to banks, brokerages and other financial services firms. Most recently, he served as a partner in the financial services practice in the New York office of Bain & Company. Mr. D’Acierno founded the bank consulting and information services firm PriMETRIQ in 2003 and later merged it into financial services specialist Novantas, where he led the distribution and sales practice and helped clients maximize the effectiveness of their investments in branch networks, professional sales forces and electronic channels. Mr. D'Acierno previously served in senior executive roles at TDAmeritrade, the online brokerage firm, and Kinexus, a provider of portfolio aggregation services to private banks and wealth management firms. Mr. D’Acierno began his career at BoozAllen and Hamilton, where he served as a partner in the financial services practice working with global banking, credit card and asset management clients. Mr. D’Acierno holds an A.B. in History and Economics from Harvard University.

Jim Leftwich has more than 30 years of leadership experience in risk management and insurance. In 2010, he founded CHSI Technologies, which offers SaaS enterprise management software for small insurance operations and government risk pools.

Parents should have a smart plan on how to help their adult children returning to their home without putting their own retirement at risk.