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Orszag is a Bloomberg View columnist. He is a vice chairman of investment banking at Lazard. He was President Barack Obama’s director of the Office of Management and Budget from 2009 to 2010 and the director of the Congressional Budget Office from 2007 to 2008.

The new product tracks the smart beta index designed by Robert Shiller and Barclays.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

The regulator rebuked the broker for excessive trading that generated more than $666,000 in commissions and fees and resulted in $397,000 in losses.

Investors speculate the president and Republican-led Congress will deliver on pro-growth policies.

The team has formed Samara Capital and joined platform tru Independence.

Some have already seen strong returns, with the top five posting more than 20% over the past year.

The group generated nearly $5 million in annual production while at the wirehouse, according to the regional firm.

Grace Crane (she/her) is a Delaware-based reporter for Digital Insurance, covering the latest industry news through high-quality data journalism. She covers various subjects within P&C and life insurance, including insurance innovation, climate change, tech and insurance talent, and artificial intelligence.

Grace joined the Digital Insurance team in 2022, after working as a technical assistant for Brown & Brown Insurance. While attending Mount St. Mary's University, where she earned her BA in communications and journalism, she served as the opinion and life editor for the university newspaper, The Mountain Echo.

SEC staff recommended this solution as far back as 2011.