The Latest

  • PFM

    It is the latest of several popular PFM apps to close down in recent weeks.

    August 9
    Capital-One-Bloomberg
  • Recognize that you can't do it all by yourself, says Morgan Stanley's Mihir Patel.

    August 9
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  • V. Allen Smith is chief information officer at Baker Tilly Virchow Krause, LLP, in Madison, Wis. Since 2001, he has managed all technology strategy and initiatives across the firm. Smith has served as a senior IT executive for a number of corporations, start-ups and growth firms. He is vice chair of the Information Technology Alliance (ITA) board of directors.

    August 8
    V. Allen Smith
  • The total out-of-pocket health care expenses of a 65-year-old couple in retirement could exceed $320,000, plus 5% annual increases.

    August 8
    retirement retiree 4 by Bloomberg News
  • George Sutton is an attorney at Jones Waldo Holbrook & McDonough. He served as the Utah commissioner of financial institutions from 1987 to 1993.

    August 8
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  • In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

    August 8
    Voya Financial Advisors President Tom Halloran says the firm is inclined to seek an acquisition in order to add a digital platform to its offerings.
  • Morten is Huddle’s CEO. Based in San Francisco, Morten brings more than 20 years of experience in the technology industry and extensive go-to market and SaaS experience, spanning the U.S. and European markets, to Huddle.

    Prior to joining Huddle, Morten was CEO at MACH, a provider of hub-based mobile communication solutions. In this role, Brøgger led MACH’s growth and acquisition by Syniverse in 2013 for $715 million, and subsequently served as Chief Sales Officer for the combined business globally. At MACH, Brøgger brought new cloud services to market, accelerated business into adjacent markets and achieved the highest customer and employee satisfaction in the history of the company.

    Brøgger’s previous experience includes leadership roles at Sunrise Switzerland, TDC Denmark and ATEA. He holds an MA from Aarhus University’s business school in international marketing management.

    August 8
    Morten Brøgger
  • Paul Weaver is vice president of user experience for Cerner.

    August 8
  • Brandon Pelletier is director, strategic solutions group for ALM First Financial Advisors. He can be reached at bpelletier@almfirst.com.

    August 8
  • Marcos Cordero is CEO of Gradvisor, which combines state-of-the-art technology and personalized, professional guidance to help employees select, open and track the best college savings plan for their needs. Cordero has been a leader in the college savings industry for 4 years, as the CEO of Savingforcollege.com, the leading 529 information site for consumers and professionals. Previously, Cordero had a successful career in the Strategy and Operations Group at Deloitte Consulting. He holds a BS in mechanical engineering from MIT and an MBA from Harvard Business School.

    August 8
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