The Latest

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Thanh Tran is CEO of Zoeticx, a vendor that offers a collaboration platform intended to eliminate the gap between medical data and quality patient care.

David Conejo is CEO of Rehoboth McKinley Christian Health Care Services, an integrated healthcare delivery system based in New Mexico.

Chet Kamat is senior vice president of Oracle Financial Services.

Alan S. Kaplinsky is senior counsel and the former practice leader for 25 years of the Consumer Financial Services Group at Ballard Spahr LLP. He has received the Lifetime Achievement Award of the American College of Consumer Financial Services Lawyers and is a past chair of the Committee on Consumer Financial Services of the Section of Business Law of the American Bar Association. He regularly hosts a weekly podcast show, Consumer Finance Monitor.

As executives accept Trump's fiduciary rule delay, many have shifted their focus to the SEC's new reporting modernization regulation.

José Quiñonez, a 2016 MacArthur Genius Fellow, is CEO of Mission Asset Fund. He is a former legislative assistant to Rep. Ruben Hinojosa and nonprofit lobbyist in Washington, D.C.

Dara Duguay is the CEO of Credit Builders Alliance. Before joining CBA, she was the director of Citigroup’s Office of Financial Education and founding executive director of the Jump$tart Coalition for Personal Financial Literacy.