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Brian McIntyre said the regulator mostly sought to terminate older workers in a September wave of firings after FINRA lost a regulatory contract with the New York Stock Exchange in 2016.

Advisors have a responsibility to draw them into discussions about end-of-life financial planning.

Fleming Shi is senior vice president, advanced technology engineering at Barracuda Networks, which provides security, networking and storage products based on network appliances and cloud services.

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.

It's not easy to talk about health and sickness with clients, but advisors must explain the options.

Donald Moon is a senior associate in Mayer Brown’s Chicago office and a member of the Technology Transactions practice. Donald advises on all types of complex commercial transactions, including those involving IT outsourcing, business process outsourcing, facilities management outsourcing, data center leasing, technology licensing, cloud computing, hosted service agreements, and privacy and security issues.

Brad Peterson is a partner in Mayer Brown’s Chicago office and leads the Technology Transactions practice. Brad has focused his practice for 20 years on helping companies work better with their technology and operations suppliers. In the past five years, he has represented clients in increasing numbers of contracts with digital services providers, including cloud, data analytics, “as a Service” and automated process scopes and cyber security and privacy issues related to those scopes.

Dan Masur is a leader of Mayer Brown’s Technology Transactions practice. Dan has represented national and international clients in a broad range of on-shore, near-shore, and offshore information technology and business process sourcing transactions involving global and niche outsourcing providers, offshore captives and various hybrid structures. His representative information technology transactions include the outsourcing of IT infrastructure services and support, data center services, application development and maintenance, network management and support, help desk/call center services, and telecommunications services. Dan has represented established and emerging companies in many different industries, including insurance, banking, aerospace, defense contracting, electronic commerce, financial services, pharmaceuticals, and more.

One of the misconceptions is that payroll taxes should be raised and benefits should be cut considerably to save the program.

Tom Saine is CIO and CISO at Spok, a role he’s held since 2008. Saine provides executive leadership for the company’s Information Technology and Wireless Messaging Network teams.