-
Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.
May 31
Jefferson National -
The advisers say they want provide better services to female clients.
May 31 -
-
-
-
David Eikenberg is the head of retirement of U.S. intermediaries at T. Rowe Price.
May 31 -
Charles Hastie is the regulatory head at Clutch Group. He formerly worked for the U.K.-based Financial Conduct Authority where he was the supervisor of a large investment bank and enforcement investigator.
May 31 -
Lisa Woodley is vice president of FSI customer experience for NTT Data Services.
May 31 -
-
Michael Mathieson, CPA, serves as senior advisor to
Valuation Research Corporation . In this role, he advises VRC and client personnel on valuation accounting and business implications, as well as participating in business development opportunities. In 2015, he retired as the senior director of accounting compliance and reporting from Mondelēz International.May 30





