The Latest

Kevin Dunn is CEO of Decisely, a platform that supports benefits, HR resources, and technology for small businesses in the U.S.

Gregory A. Gizzi is a member of the Macquarie’s municipal fixed income portfolio management team. He is also a co-portfolio manager of the firm’s municipal bond funds and several client accounts. Before joining Macquarie Investment Management (MIM), which includes the former Delaware Investments, in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm’s tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor’s degree in economics from Harvard University.

Beth Ashmore is a senior retirement consultant at Willis Towers Watson.

Private Advisor Group reported impressive growth even as other practices of its kind have left the No. 1 IBD.

Data reported by the Investment Company Institute.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

Deborah Matthews Phillips is managing director of payment strategy for Jack Henry & Associates.

The firm says it has moved away from the products after an implosion of a vast array of arcane bets against stock market volatility.

Faith Bautista is the founder and president of the National Diversity Coalition.

Jin Sung is chair of the National Diversity Coalition.