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Mark J. Masson is a partner at Axiom Consulting Partners. Prior to joining Axiom, he spent five years as a pilot plant operations leader and chemical engineering R&D scientist for Merck & Co.

Bridget Berg holds the position of principal, industry solutions within the property intelligence group for CoreLogic, where she leads the delivery of fraud risk management solutions to the mortgage industry. With more than 30 years of major financial institution experience, she has focused on all aspects of mortgage fraud, managing investigations and developing fraud risk programs and analytics.

Prior to joining CoreLogic, she was the vice president of fraud strategies at Wells Fargo Home Mortgage. She earned a bachelor’s degree in finance from the University of Saint Thomas.

The technology provider to financial advisers is partnering with Advisor Credit Exchange to help them connect their clients with banks and nonbanks for consumer and business loans.

Kimberly Harris-Ferrante is a Vice President and Distinguished Analyst in Gartner's Global Financial Services Industry Research and Advisory. Ms. Harris-Ferrante is responsible for monitoring the business and technology trends within the global property and casualty and life insurance industries. Her areas of specialization includes the business strategies and technologies to support digital insurance, customer experience management, claims transformation, advanced analytics, and artificial intelligence.

Last year's performance suggests the upstarts may have an Achilles' heel.

PR campaigns won’t be enough to salvage the bank’s reputation after a series of scandals. Instead, it should look into adopting a new name, among other crucial steps.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.

Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.