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Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.
March 12 -
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 -
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After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.
March 11
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 -
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 -
Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9 -
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 -
The firm is leveling the playing field on fees for a fair fight between stock pickers and smart beta bots.
March 9







