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Amandeep is chief executive officer and co-founder at Okera, which he launched in 2016 with CTO and co-founder Nong Li. While supporting customer cloud initiatives at Cloudera and playing an integral role at AWS on the Elastic MapReduce team, Amandeep oversaw some of the industry’s largest big data implementations. After witnessing first-hand the challenges companies faced in adopting big data technologies, especially in the cloud, he founded Okera to empower all users with easy data access through a unified, secure and governed platform across heterogeneous sources.

Lisa Froelings is a business and productivity consultant.

As firms position their advisors to compete for future clients, diverging strategies have developed.

Darius Cooper is a software architect with X by 2, a technology consultancy specializing in application and data architecture for the insurance industry.

Ed Young is a senior director at Moody’s Analytics. In his role he works to meet customer needs with capabilities for credit risk quantification, capital planning, model risk management and IFS 9/CECL compliant allowance processes. Prior to joining Moody’s Analytics, Ed spent ten years at the Federal Reserve working on supervisory initiatives for capital planning, liquidity planning and model risk management. Earlier in his career he gained experience in balance sheet management working at a large regional bank.

Once the asset reserves of the twin trust funds become depleted, 79% of the benefits would be payable from the funds’ projected income at that time.

Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.

The gig economy ushered in a new way of working, which in turn has ushered in a new way of retiring.

Advisors share client anecdotes that made them stop and say “huh?”

While such an act may seem like career suicide, it can in fact be a move to do just the opposite, according to attorneys.