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Yair Holtzman, CPA, leads the Research and Development Tax Credits and Incentives Group at Top 100 Firm Anchin Block and Anchin. He also lead’s the firms Chemicals and Energy and Life Sciences Industry Groups.

CEO Sergio Ermotti's base pay is 67% higher than the average at European banks.

Steven Schwartz is regional vice president for employee benefits firm Corporate Synergies. As the leader of the New York region, he manages a large team of talented benefit consultants and support staff.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

The technology provider’s parent is undergoing an overhaul intended to align its subsidiaries, says CEO Eric Clarke.

Chuck Densinger is a technology blogger and the co-founder and chief operating officer at Elicit, a customer science and strategy consultancy that helps clients uncover latent insights about their customers, and apply those insights to business, marketing, product, loyalty, brand and customer experience strategy. Chuck is also co-author of “Geek Nerd Suit: Breaking Down Walls, Unifying Teams and Creating Cutting-Edge Customer Centricity.”

The number of health savings accounts has topped 25 million, and employer contributions also have increased after several years of decline.

Chris Luoma is a senior vice president of market management with GHX. He is an expert in the fields of healthcare technology and supply chain management.