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Ravi Thakur is senior vice president of business acceleration at Coupa.

How to turn philanthropy into an opportunity to grow AUM

Anne Buff is a SAS Best Practices Thought Leader specializing in data integration, master data management and team building. In this role she leverages her 15 years of training experience to lead best-practices workshops and facilitates intra-team dialogs in a fun and engaging way. Reach her at anne.buff@sas.com.

Sharif Gardner is the cyber unit training manager at AXIS, a global specialty insurer and reinsurer.

The decision by Carson Group’s CEO came after a two-year examination of the business revealed some changes that needed to be made.

The IBD network’s parent repurchased the majority of Dr. Phillip Frost’s shares just before the SEC filed proposed settlements of its pump-and-dump case.

When your clients say they want to invest like celebrity billionaires, point out that they already have one thing in common — some years are good, some are bad.

For example, taxpayers should not panic about the new cap on state and local tax deductions.

David Reid is CEO and co-founder of EaseCentral – a SaaS platform for HR & benefits.

Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.