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Liquidity and valuation are the regulator’s key areas of concern.

The Short Hills, New Jersey-based bank will look to Cetera to accelerate the program's growth.

Gina Murphy is senior vice president and general manager at Rackspace Application Services.

Nathaniel Borenstein, chief scientist at Mimecast, is best known as the co-creator of the Multipurpose Internet Mail Extensions (MIME) standard and the developer of several widely-used software systems, including the Andrew Message System and metamail. Before joining Mimecast, he was an IBM Distinguished Engineer and previously served as a faculty member at the University of Michigan, Carnegie-Mellon University and Grinnell College. He holds three patents related to Internet payment systems, with other applications pending, and has consulted in numerous cases related to email and Internet payments.

Clients who prefer a simple retirement investing strategy should consider a dividend stock index fund.

Kevin Lathrop is president of TriZetto Providers Solutions, which provides revenue cycle management systems to providers.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

The well-capitalized acquirer completed eight transactions in 2017.

Private events can have a strong impact on the success of your practice, but are often overlooked or handled badly by many advisors.

Al Otto is director of employer plans for Verity Asset Management.