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More deals are expected in a post-DoL world, Schwab executives say.
December 4 -
Although bigger may be better for the fund giants, passive strategies may be blurring the inherent value of securities.
December 4 -
It’s been month after month of record-breaking, confounding growth for the cryptocurrency, accompanied by regular warnings from banks about bubble speculation.
December 4 -
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ProtectWise CTO and co-founder Gene Stevens drives the company’s technology vision and architecture. He is a serial entrepreneur with more than 20 years of experience in software development, cloud computing, security-as-a-service, and distributed systems. Prior to founding ProtectWise, Gene was the Founder and CTO at TagLabs, a mobile tagging company. He was previously a Principal Software Engineer at McAfee, Cloud & Content Security, developing the company’s email, web security and data loss prevention products. He joined McAfee upon its acquisition of MX Logic where he was Senior Software Engineer. Gene also held a lead engineering role with GDX, developing secure email and file transfer services based in Tokyo. Early in his career, Gene developed financial forecasting, market analysis and service capacity planning software for Hewitt Associates (Aon). Gene is an expert and a leader on scalability, high throughput and low latency services, and distributed systems design. He is a frequent speaker at security and technology conferences and is covered by the media. Gene is also a member of the Board of Directors for the Open Information Security Foundation in support of open-source security technologies.
December 4 -
Charlene Glidden is vice president of planning and technology strategy at Colonial Life, a leading insurance provider. Glidden is responsible for ensuring the company business strategy is realized through sound business and technology investments made through effective planning and technology execution. She is also accountable for providing data and analytics services within the company. She joined Colonial Life in 2016 after a 20-year career with Unum serving in information technology, shared services and business leadership roles at the company’s Portland, Maine and Chattanooga, Tenn., locations.
Glidden previously served on the board of the Susan Curtis Foundation in Maine, which serves economically disadvantaged children to increase college graduation rates; and Maine Robotics, which provides Maine youth and teachers with mentored activities within the science, technology, engineering and math fields. Glidden holds a master of business administration degree from Boston University.
December 4 -
The advisors made their career change just prior to UBS's exit from the Broker Protocol on December 1.
December 4 -
The brokerage firm says reimbursements will be evaluated on a “case-by-case basis.”
December 1 -
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Raj Date is the managing partner of Fenway Summer LLC, a venture investment firm focused on financial services and financial technology. After beginning his career in consumer, commercial, and investment banking, he served in a variety of capacities with the U.S. Consumer Financial Protection Bureau — as head of Research, Markets & Regulations; as the interim chief of the new agency; and as the first-ever deputy director.
December 1







