The Latest

Ajay Vij is senior vice president and industry head of financial services for Infosys.

Paul Atkins is the founder and chief executive of Patomak Global Partners. He served as commissioner on the Securities and Exchange Commission from 2002 to 2008 and was a member of the Congressional Oversight Panel for the Troubled Asset Relief Program from 2009 to 2010. He was a partner of PricewaterhouseCoopers and its predecessor firm, Coopers & Lybrand, and began his career as a lawyer with Davis Polk & Wardwell.

Manley Johnson is co-chairman of Johnson Smick International Inc. and a former vice chairman of the Federal Reserve Board.

Sanjay Bhakta is senior director of solutions for Ness Digital Engineering.

Shelly Banjo is a columnist for Bloomberg Gadfly.

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

The new database is a good first step in helping to address gaps in the oversight of advisors, but more needs to be done, say industry observers.

Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.

Harvey Katz, partner at Fox Rothschild LLP, serves as co-chair of the firm’s Employee Benefits & Compensation Department.