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There’s no obvious reason to row back from the bank's strategic commitment to focus on wealth management while keeping a leash on the investment bank

Fouad Khalil is head of compliance at SecurityScorecard, Inc.

As Strategic Research Actuary for RGA’s Global Research and Data Analytics (GRDA) team, Julianne Callaway researches emerging areas of interest to the insurance industry. Her insights on wellness, wearable technology, genetics, and other strategic research initiatives are shared with clients in presentations, white papers and articles.

Julianne joined RGA in 2013 as an Assistant Actuary in GRDA, where she oversaw research development for the department. Later Julianne was part of RGAx, the wholly-owned innovation incubator subsidiary of Reinsurance Group of America, Incorporated, for two years where she developed economic models for business concepts and market intelligence in support of innovative business initiatives.

Prior to joining RGA, Julianne spent nine years with Towers Watson, where she was a Senior Actuarial Analyst, responsible for loss reserving for several lines of business, establishing funding amounts for self-insurance funds, developing predictive models, and developing methods to estimate asbestos liabilities for corporations and insurers. She began her actuarial career at American Family Insurance, where she priced business lines insurance and was responsible for rate adequacy in several states.

Julianne has Bachelor of Science (B.S.) and Master of Arts (M.A.) degrees, both in economics, from the University of Missouri – Columbia. She is a Fellow in the Society of Actuaries (FSA), an Associate in the Casualty Actuarial Society (ACAS), and Member of the American Academy of Actuaries (MAAA). A prolific author, she has written and published several articles and white papers on a broad range of insurance topics. She is also a frequent speaker at industry conferences, and is currently a member of the Society of Actuaries’ General Insurance Research

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.

When do promotional materials rise to the level of an official “recommendation” and thereby require additional disclosures by brokers?

Firms are doubling down on efforts to boost the ranks of women advisors.

The rep helped the customer conceal the true source of funds into his accounts, FINRA claimed.

Ted Tozer is a senior fellow in the housing finance program at the Milken Institute Center for Financial Markets. He was president of Ginnie Mae from 2010-2017.

The regional broker-dealer has stepped up its expansion this year.

Jack Brod, the chair-elect of the board of directors, plans to heighten enforcement efforts to ensure CFPs are consistently acting as fiduciaries.