The Latest

  • Josh Jones is a manager and client-facing consultant at aspirant Consulting, LLC --- an Atlanta, GA-based consulting firm which specializes in data analytics. With more than a decade of industry experience as a consultant, developer, and team manager; he is proficient in developing solutions that transform data into business-relevant insights. Josh works primary in Tableau, relational databases, and teaching best practices between the two. For more information, please visit, www.aspirent.com. He can be reached at josh.jones@aspirent.com.

    March 14
  • Craig Roth is research vice president at Gartner Inc. focused on digital workplace trends, messaging, products, segmentation and best practices. This includes cloud office suites, collaboration tools, content services, and how they are dependent on digital dexterity and digital business trends. He researches how knowledge workers get their jobs done today and how they are likely to get them done in the future (the future of work). He speaks to a wide range of general managers, technology CEOs, product marketing, and product managers, service providers, and IT leaders on how to capture the productivity that new ways of work have to offer.

    Mr. Roth is the creator of Gartner's Digital Dexterity Index, a scoring model for showing where workers ready for new ways of working are more likely to be found by country, industry, age grouping, and company size. This index helps vendors prioritize sales and marketing efforts and helps companies and agencies to assess their workforce's openness to changing how they work against benchmarks. He has also engaged in special research projects around Enterprise Attention Management (a response to information overload) and how AI and automation will impact the future of work.

    March 14
  • Eric Weisbrot is the chief marketing officer of JW Surety Bonds in Pipersville, Pa.

    March 13
    Eric Weisbrot
  • The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

    March 13
    President Trump Signing Order White House
  • The increased scrutiny focuses on the algorithms at the heart of automated investment decisions.

    March 13
    Andy rachleff Wealthfront IAG
  • Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

    March 13
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  • John Fleming is associate director, GTM digital and custom applications at NTT Data Services in Plano, Texas.

    March 13
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  • From New York to Seattle, here's a look at cities with the best client purchasing power for the competitive spring home sales market.

    March 13
    Purchasing power
  • Experts say these loans deserve a second look, partly because of a series of federal reforms in recent years.

    March 13
    Clients who want to leave their home to a loved one may consider setting up a life estate.
  • The 12-advisor practice serves clients in a group often neglected by the industry, its managing directors say.

    March 13
    Cetera Advisors revenue