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André Christ is co-founder and co-CEO of LeanIX. André's passion lies in enabling organizations and their employees to build better products by moving to a modern IT architecture. Before André co-founded LeanIX, a software-as-a-service vendor, he gained extensive experience as a management consultant at the world’s largest logistics company. In this role, he advised CIOs and IT leaders on strategic topics at the interface of business and IT. Projects included the execution of a global IT complexity reduction program and the definition of an IT service and cost charging model for their world-wide data centers. During his studies of information science in Germany and France, he built modern software architectures for both startups and large enterprises. He is a global thought leader and has spoken at several high-influence industry events including Gartner’s EA Summit, Hamburger IT Strategy Days and Rethink! IT.

The downward trend in the supply chain is already prompting major changes, and it could soon spill over to advisors’ practices.

The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.

New rules would set standards of conduct for brokers, require new disclosures and offer interpretive guidance for fiduciary advisors.

Paulina Gonzalez-Brito is executive director of the California Reinvestment Coalition.

Luis Granados is executive director of the Mission Economic Development Agency and serves as the Board Chair of the California Reinvestment Coalition.

A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.

Erik Strud, CFP, is CEO and cofounder of Concentus Wealth Management.

These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.

Joe Alberti is Vice President of Specialty Programs and Products at Fortegra where he leads underwriting, merger and acquisition, product management, sales, and accounting efforts in the company’s specialty division. A graduate of Northern Illinois University, Joe is a CPA by trade and previously served in commercial and financial planning, financial analysis, audit and transaction roles for the likes of Pregis Corporation, Duff & Phelps, and PricewaterhouseCoopers.