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Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.

Joelle Kaufman is the chief marketing officer of Dynamic Signal, an employee communication and engagement platform. With more than 20 years of executive level business development, strategy, marketing, product management, sales and communications experience, Joelle has led teams in media, enterprise technology and consumer internet companies.

Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.

Marc R. Lieberman is Chair of the Institutional Investments Group of Kutak Rock LLP.

New actively managed municipal bond ETFs from the firm have attracted $50 million in assets since their inception in October.

E. Doug Grindstaff II is senior vice president of cybersecurity solutions at the CMMI Institute.

Ofer Israeli is chief executive officer and founder at Illusive Networks.

Tru Independence is partnering with a marketing organization specializing in the commission-free protection space.

Jacqueline Kimmell is a senior analyst for Advisory Board.

"Retiring just before a stock market peak could be ruinous to your financial health but it doesn’t have to be,” says an expert.