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Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.
December 12 -
Steve Cover is Chief Technology Officer at
iPipeline . In this role, he oversees the technology strategy for the organization and ensures that iPipeline's technological infrastructure supports the company's growth and objectives. In addition, he will focus on the continued differentiation within iPipeline's product portfolio, and improve quality, testing, and delivery.December 12 -
Bobby Puglia is chief product officer at Bloomberg Industry Group, where he oversees Bloomberg Law, Bloomberg Tax, and Bloomberg Government. Prior to his current role, he served as architect of Bloomberg Law's data platform, leading the strategy and development of its proprietary legal search engine, as well as the machine learning and artificial intelligence research and engineering organizations that support Bloomberg Industry Group's products.
December 12 -
Unlike SRIs and impact investing, the only goal of ESG investments is to generate returns for investors.
December 12
Mind Money -
From those with no corporate tax at all, to those that tax everything they can — a guide to most and least competitive states when it comes to taxing businesses.
December 12 -
Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.
December 11 -
Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages of having a hybrid firm.
December 11 -
Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?
December 11 -
Blaine Frederick is VP of Product at
Alcatraz AI , an artificial intelligence company that employs facial authentication technology to create autonomous access control solutions for enterprises. Frederick brings 20+ years of experience in the Physical Security industry with specific expertise in the Biometric space. Frederick currently serves as the VP of Product at Alcatraz AI where he leads the Product and Engineering teams. Prior to his work at Alcatraz AI, he served as Co-Founder and Principal of BDIS which provides Consultation and Professional Services for the physical security market. Previously, Frederick held the role of VP of Product for EyeLock, where he captained the firm's vision for iris authentication products and solutions in physical and logical security as well as numerous other commercial applications. Frederick also acted as the former Director of Product Management at STANLEY Security, a global division of Stanley Black & Decker where he led the creation of an industry-leading security management software suite, Commander. He received a B.S. in Electrical Engineering from Purdue University.December 11 -
A Dodd-Frank safeguard is playing out behind closed doors for the second consecutive time with the omissions of most details from the GAO's triennial report.
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