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Patrick Toner is CEO of Customer Benefits Analytics, a New Providence, N.J.-based firm that connects employees to the right benefits by using advanced analytics modeling of consumer-level data to provide rich customer insights and in-depth targeting. CBA’s prescriptive analytics optimize participation rates and premiums from benefits enrollment. Its user-­friendly dashboards put customized, data-based recommendations at the fingertips of marketing, enrollment and sales professionals. Prior to founding CBA, Toner spent 12 years of in employee benefits marketing, enrollment strategy and e-business roles at Cigna and MetLife.

Dr. Tom Nelson, Ed.D., is CEO of Lodestar Advisory Partners, a Princeton, N.J.-based advisory services firm that helps clients create, manage and utilize business intelligence to improve performance across the enterprise and drive growth. The firm accomplishes this mission through a mix of primary and secondary research, analytics and consulting. Nelson is a leading authority in performance measurement and ROI assessment of brands, marketing, human capital and innovation and has more than 20 years of experience studying the employee benefit landscape.

It's the most important service an adviser can provide, experts say.

Hossein Rahnama is founder and CEO of Flybit, a Toronto and Palo Alto-based technology company.

Despite anticipated tailwind, the firm's ETF product management head says investors still have cost control.

Hunt is a Bloomberg View columnist. He was the executive editor of Bloomberg News, before which he was a reporter, bureau chief and executive Washington editor at the Wall Street Journal.

The Fed chairwoman warned of the risks attached to waiting too long before raising rates.

High front-end fees, complex payouts and a lack of dividend income are among the reasons.

FINRA fines Lincoln Financial Securities for foreign hack attack.

The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.