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Eli Chen is the head of engineering at UJET, a customer service support applications developer.
November 7 -
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Positioning clients to weather market volatility and potential correction has become a top concern.
November 7 -
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The Roth 401(k) is more flexible than a Roth IRA, and it is funded with after-tax dollars, which can help "diffuse the potential tax bomb."
November 6 -
The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.
November 6 -
Peter Horadan is executive vice president of engineering and chief technology officer for
Avalara .November 6 -
This year's additions to our expanded annual list of CFP Board-registered degree programs.
November 6 -
Nicolas Papadakos is a director at Sapient Global Markets, a business and technology consulting firm, focusing on data. He has more than 20 years of experience across financial services, energy and transportation. Niko joined Sapient Global Markets in 2004 and has led project engagements involving data modeling, reference and market data strategy and implementation, information architecture, data governance and data quality.
November 6






