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Adviser Dan Moisand was surprised by the decision not to delay the fiduciary rule further. But he wasn’t put off. Here’s why.

Dan Moisand is a planner and principal at Moisand Fitzgerald Tamayo in Orlando, Fla. Moisand is a former president of the Financial Planning Association.

Karen Pauli is a principal at SMA, an insurance technology consulting and analysis firm. Karen has worked extensively with insurers and technology providers to reimagine processes and procedures to change business outcomes and support evolving business models. Her areas of focus include underwriting, claims, business intelligence and analytics, data sources, agency distribution, and customer management. Karen’s real-world experience with digital transformation projects has given her unique insight into the changing customer and distributor experience in the digital age. In her more than 30 years at insurance companies, and in the technology research and advisory space, Karen has developed her talent for aligning business goals and perspectives with technology roadmaps to create competitive advantage.

Whether the plan is to groom from within or look outside, keep these tips in mind.

Despite leading a business with more than $480 billion in AUM, the Wells Fargo Asset Management CEO admits she never had a grand plan for her career.

The BlackRock fund will invest in notes supported by consumer loans, such as student debt and credit cards, according to regulatory filings.

Nick Bourke directs The Pew Charitable Trusts’ consumer finance project. Before joining Pew, he worked with financial services and high tech companies, serving as product manager, marketing specialist, strategy consultant, and legal advisor, with particular expertise in electronic payments. Most recently, Bourke was senior consultant and project manager for the Ziba Group, where his clients included Visa and other financial services firms. Bourke has also developed marketing analytics products for credit card providers and other organizations. He is a member of the State Bar of California. Bourke holds a bachelor’s degree in science, technology, and society from Stanford University and a juris doctor degree from the University of California, Davis.

Listen in to in-depth discussions on the latest issues with thought leaders from around the industry.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Robert Harrow is an analyst at ValuePenguin.