The Latest

  • Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

    March 12
    IEFA traded about $3.9 billion in value on Tuesday, the most since Jan. 30.
  • Phil Bullinger is senior vice president and general manager of Data Center Systems at Western Digital where he focuses on accelerating the growth of the company’s platforms and systems business with block, file and object storage solutions for primary, secondary and cloud-scale enterprise deployments. Previously, Mr. Bullinger was SVP/GM at Dell EMC where he was responsible for the Isilon product line, including product planning, hardware and software engineering, production operations and customer support. He was previously the SVP of SAN/NAS storage at Oracle, and the executive vice president and general manager at LSI for the Engenio Storage Group.

    March 12
  • Madhan Kanagavel is founder and chief executive officer at FileCloud.

    March 11
  • After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

    March 11
    Dave Grant
    Retirement Matters
  • Lottery winnings of retirees will not result in a lower retirement benefit, as the windfall will not be subject to the earnings test.

    March 9
    Social Security-checks
  • Some are calling for the CFP Board to get tough on conflicts and compensation as it finishes revisions to its standards of conduct.

    March 9
    CFP-Board-Headquarters-credit-Jeffrey Sauers
  • Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

    March 9
    Amy Shapero took on the CFO role at Betterment in 2016
  • Taylor Macdonald is responsible for managing the Sage Intacct Value Added Reseller (VAR) and CPA channel initiatives. Taylor has more than 20 years of experience building and operating some of the largest and most successful channel programs in the world for financial and ERP providers, including Deltek and Sage.Taylor founded Macdonald Consulting Group in 1990, and was named Sage Software's top worldwide business partner five years in a row. Taylor was also named a Top Channel Executive from VARBusiness and Top 50 Channel Champion from CRN for three consecutive years. He was on the Accounting Today list of the Top 100 Most Influential People in Accounting six times.

    March 9
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  • The firm is leveling the playing field on fees for a fair fight between stock pickers and smart beta bots.

    March 9
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