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Mark Little is senior user experience researcher for digital channels at Fiserv.

Justin Kelleher is a project management consultant at Cora Systems.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

James Baird is a senior information consultant at Dolphin Enterprise Solutions Corp.

William Michael Jordan, who co-founded a popular all-woman rideshare service in Southern California, agrees to industry bar.

The new hires are the latest recruits to join the regional firm.

Hugh Carney is vice president of capital policy for the American Bankers Association.

Anne B. Sekel is a partner and litigation lawyer with Foley & Lardner LLP. She has experience assisting clients with a broad range of litigation matters, including Dodd-Frank whistleblower claims, employment discrimination and retaliation, trade secrets/non-competes, commercial and financial fraud, breach of contract, and white collar defense and government investigations.

Pre-retirees should have Medicare or health insurance in place to cover their medical costs, along with a well-maintained investment portfolio.