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Shanthala Balagopal is a product marketing executive at Helpshift.

Herbert Roitblat is principal data scientist at Mimecast, an international company specializing in cloud-based email management for Microsoft Exchange and Microsoft Office 365.

About 41% of households prefer a mix of human and digital advice.

After studying radio, TV, and film at Syracuse University, Yasemin found herself working in a televised investigative reporting program. Later, she went on to work at Hurriyet Daily News (formerly Turkish Daily News.) There, she mostly wrote features, with subject matters ranging from the faulted renovations of historic buildings in Istanbul to a story questioning how American mega coffee chains affect the all-important Turkish coffee culture. She also acted as the editor of the newspaper's real estate pages and filled in as the editor of diplomacy and foreign news pages. She is currently enrolled in New York University’s Business and Economic Reporting Program.

The CEO of Pershing Advisor Solutions sees an opportunity for RIAs in the potential restrictions on a term that has stoked criticism.

LouAnn Bala, MSN, RN, is VP and chief nursing officer for clinical solutions for GetWellNetwork, a precision engagement healthcare company.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

Robert Lajdziak is the Insurance Business Consultant for the Insurance Practice at J.D. Power. He is responsible for the company’s syndicated research studies on both personal Home and Auto insurance in North America as well as Life insurance. He is also responsible for developing research-based solutions that drive measurable results for clients within the insurance industry in North America. His primary focus is on improving product quality, while building client relationships and delivering actionable insights.

Lajdziak joined J.D. Power in 2012 and has served in several positions in the Services Industries-Americas Practices, in both Financial Services and Insurance, including Senior Wealth Management Analyst, Research Supervisor, Research Specialist and Research Associate prior to joining the Insurance Practice team.

During his tenure at J.D. Power, Lajdziak has contributed to several thought leadership pieces—which were covered by trade publications and at industry seminars—regarding such topics as shopping with online chat; self-service and the future role of agents; transparency of commissions and fees; goals-based investing; and women in the wealth management sector.

Mr. Lajdziak earned a bachelor’s degree in marketing-management from Hillsdale College in Hillsdale, Michigan.

Greg Rivera is a senior vice president at Accruent, a global software company that helps companies optimize all stages of real estate, facilities and asset management. He has responsibility for the company’s retail industry, and also leads its big data and lease accounting initiatives.

Critics say the SEC isn’t living up to promises made when Jay Clayton became chairman.