The Latest

  • Andrew Wind is principal product manager at Worldpay.

    May 25
  • Tim Mullahy is the executive vice president and managing director at Liberty Center One, a new breed of data center located in Royal Oak, MI. Tim has a demonstrated history of working in the information technology and services industry.

    May 25
  • Warren Zafrin is a leader of the risk advisory group at accounting, audit and consulting firm UHY Advisors. He has over 25 years of capital markets and technology strategy experience. Over the course of his career, Mr. Zafrin has supported many of the largest companies in the world and has managed project teams across the US, Canada, Europe, and Asia.

    May 25
  • After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

    May 25
    Adam Merino Morgan Stanley advisor
  • Benefits are based on how much someone earns in their top 35 working years. So if there are fewer years in someone's career, their monthly retirement checks will be lower. Check out the other reasons clients could receive less.

    May 24
    social security checks-bloomberg.jpg
  • Alex Klein, CPA, is a solution consultant at LeaseAccelerator. Alex works closely with partners at Genpact, RGP, PwC and EY to design solutions for mutual clients. Prior to joining LeaseAccelerator, Alex held finance and accounting leadership roles at various technology and telecommunications firms including Eloqua, Sprint Nextel, and MCI. His experience in vice president, controller, and director-level roles has provided him with a diverse range of experience managing every aspect of finance organizations from accounting and cash management to budgeting and financial planning. Additionally, Alex has extensive financial systems experience implementing numerous ERP, general ledger, accounts payable, and financial reporting systems.

    May 24
    Alex Klein of LeaseAccelerator
  • The ability for consumers to access and share data in one place could transform financial advice.

    May 24
    Fintech deals 2017 IAG
  • The firm provided some 82,400 initial and annual privacy notices to customers that were not compliant and in some cases provided no notices at all, FINRA claimed.

    May 24
    FINRA sanctions former JPMorgan rep for alleged false claims about fraudulent credit card charges.
  • The industry research organization LIMRA sees reasons for optimism despite flat overall sales figures in the first quarter.

    May 24
    LIMRA annuity sales Q1 2018
  • Brad Campbell is a partner at Drinker Biddle, where he focuses on employer-sponsored retirement plans.

    May 24