The Latest

Stephanie Li is a researcher at Forrester Research serving B2C marketing professionals. Her research topics include customer trust and privacy, marketing database operations, and corporate values. She is interested in how customers’ growing privacy concerns are changing marketers’ behaviors and how the nature of marketing is changing amid global regulations, such as the General Data Protection Regulation. She is also tracking the convergence of marketing technology and advertising technology.

Previous Work Experience

Steph was previously a senior research associate on the B2C marketing team. She supported the team’s research on privacy, customer insights service providers, marketing measurement, TV and online video, corporate values, email marketing, and social marketing.

Before joining Forrester, Steph was an account executive at the public relations agency Text100. She supported B2B technology clients with their media and analyst relations programs and created contributed articles, press releases, blog posts, and other digital content.

Education

Steph graduated magna cum laude with a B.A. in international affairs from Northeastern University.

Ashwin Ram is an IT service management evangelist at ManageEngine, a division of Zoho Corp. He writes blogs, customer stories, and easy tips and tricks for the users of ServiceDesk Plus, the company’s IT help desk software. He has also authored the article, “The impact of machine learning on ITSM”.

The largest insurance company-owned IBD and Alexa von Tobel's startup announced a new setup for the firms roughly three years after the acquisition.

Sara Dutta is life sciences industry business experience consultant at Dassault Systèmes.

Retirees should delegate the management of their finances to their children before they reach advance years and their health starts to decline.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Which wirehouse offers advisors the most freedom? Which offers the least? And when should advisors shun the channel and break away?

James Parks is a director in the international tax practice at Atlanta-based Top 100 Firm Bennett Thrasher LLP, and has more than 10 years of public and industry experience working with clients in a wide variety of industries, ranging from Fortune 500 companies to midsized, privately held companies.

James Pickett is a director in the tax controversy practice at Atlanta-based Top 100 Firm Bennett Thrasher LLP, and is a 29-year veteran of the IRS.

Is hourly and standalone planning misguided? This advisor says yes.