The Latest

Crafting stable long-term financial plans for self-employed workers with unstable incomes poses unique challenges for clients and their advisors.

The hiring comes roughly a month after Ida Liu resigned and the firm embarked on a regional restructuring.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

Trevor Chapman is a seasoned communications professional with expertise in media relations, public relations, and crisis management. As the former Director of External Communications at Farmers Insurance (2014–2023), he led high-profile strategies to shape the company's public image, including serving as a spokesperson during key business decisions. Trevor is passionate about helping organizations tell authentic stories, enhance reputation, and achieve measurable results through innovative communication solutions. Trevor holds a Journalism degree from California State University, Northridge (CSUN). Since 2018, Trevor has served on the Public Relations Advisory Council for the Journalism Department at CSUN, contributing his expertise to guide curriculum and support student development. (LinkedIn)

Citi CEO Fraser announces the end of the diversity, equity and inclusion initiatives it had started a mere three years before.

Matt Polak is the CEO of Picnic, a digital privacy and cybersecurity company at the intersection of personal data exposure and enterprise risk. He received an MBA from the UCLA Anderson School of Management and a BA in International Affairs from James Madison University.

In an annual report, Bank of America removed "aspirational" diversity goals and replaced the word "diversity" with "talent" and "opportunity," citing new laws and executive orders.

U.S. District Judge Susan Brnovich found Ameriprise failed to furnish evidence that data taken by a recently recruited advisory team was going to be used to solicit their clients to LPL.

Zora Law is a senior actuary with the Los Angeles office of Milliman. Zora has extensive reserving and analytical capabilities and specializes in serving technology and sharing economy clients, as well as commercial and personal lines. 

Nickolas is a principal at Oliver Wyman's Los Angeles Property and Casualty Actuarial Practice, helping clients innovate and navigate the complexities of the insurance landscape. Specializing in pricing and risk quantification, he is an expert in insurance ratemaking, predictive modeling, and regulatory matters. Nickolas applies deep subject matter expertise to emerging risks, including transformative technologies, climate change, and Insurtechs. With a strong background in mathematics and computer science, he seamlessly connects analytical insights with practical business applications. He thrives at the intersection of math, technology, and people, delivering efficient, creative solutions tailored to business needs and regulatory requirements.