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Clients are likely to miss their retirement targets if they are helping their children and loved ones more than what they can afford.

Nitin Desai is the president and chief medical officer of Health Wizz, a secure mobile platform that provides consumers with the necessary tools for aggregating, organizing and sharing medical health records over the blockchain.

Andy Brown is a director at Wise Owl Training, an organization that provides computer training for businesses and individuals.

John Jureller is managing director at Accordion, the private equity financial consulting firm focused on the Office of the CFO.

Assume everything you say is on the record, and don’t overshare.

The bank recruited a wealth executive from J.P. Morgan Chase to “continue accelerating the unit’s pace of growth,” it said.

Tom Benton, Partner at ReSource Pro is an industry thought leader with experience as an insurance CIO and as an industry analyst and consultant. Tom leverages his experience to help insurers prepare for and implement strategic transformation initiatives. Tom also advises insurance technology providers on how to better align with industry needs and trends.

Tom's passion is to help insurers and their technology providers develop strategic plans to successfully implement innovative solutions for improving customer experience, reducing risks, and increasing operational efficiency. Tom has over 20 years of experience directing successful IT strategies at numerous organizations, including as CIO at an insurance carrier and as CIO / CTO at non-profit organizations. He also has nearly 10 years of experience providing advisory and consulting services to insurers and insurance technology providers, including major core systems vendors, IT services providers, and insurtech startups. Tom's expertise includes IT capability assessment, IT strategic plan development, transformation preparedness, customer experience, and vendor selection.

Prior to joining Strategy Meets Action, Tom served as VP of Research and Consulting at Novarica, Chief Information Officer at Navy Mutual and CIO/CTO at two major nonprofits in the Washington, DC area. He holds a master's degree from MIT and a bachelor's degree from Cornell University.

Tom has contributed to numerous industry reports and insurance publications and has been a frequent speaker at industry conferences and webinars.

Which industries have the highest prevalence of unwanted sexual conduct in the workplace? Will the #MeToo movement have a lasting impact? Key findings from a SourceMedia survey.

The next recession is more likely to have a regional impact than a nationwide one.

After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.