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Once the fiduciary rule was explained to customers, many became concerned about previous financial advice, with 29% considering switching to a new institution.

The investment services unit of one regional bank is working with 10 of its top producers to whittle their books of business.

Connor Sabatino is an associate and litigation attorney with Foley & Lardner LLP. Mr. Sabatino has been the lead litigator in bench trials before federal courts in both Wisconsin and Colorado, and worked on jury trials in large, complex litigation matters.

Bank and bank advisers need to improve at the tangibles (financial plans) and intangibles (corporate culture) in the future.

Barry Sterland is a visiting fellow for global economy and development at the Brookings Institution. He is a former executive director on the IMF Board, and is on a secondment from his position as deputy secretary in the Australian Treasury.

Here’s one reason why clients should consider maxing out their contributions ahead of claiming deductions this year.

Joe Gates is senior security and controls advisor at The Mako Group, and a member of the ISACA.

The firm is one of the first to issue a formal comment letter on the Department of Labor's proposal to put off the regulation's implementation date.

Eugene S. Griggs is partner at Poyner Spruill, LLP. He has practiced in the employee benefits and executive compensation area for more than 20 years advising public, private, nonprofit and governmental employers with regional, national and international operations, bank trustees and third-party administrators. His practice covers the full range of retirement plans, welfare benefit plans, fringe benefit plans, non-qualified deferred compensation plans and other executive compensation arrangements.

Michael Moeser is an Austin, Texas-based senior content strategist for Arizent. He has over 25 years of payments and consulting industry experience working in executive roles at Visa, Capital One, McKinsey, Javelin Strategy, and Ondot Systems. He has an MBA in Entrepreneurship from DePaul University’s Kellstadt Graduate School of Business and a BBA in Finance from University of Michigan’s Ross School of Business.