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Christina Hupy is Vice President of HazardHub at Guidewire. Guidewire's HazardHub provides data, risk scores, and risk models to the P&C insurance industry.

The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.

Financial Planning's annual awards honor advisor employees at both large and regional firms.

James Gorman will help lead the search for a new Disney CEO to be appointed in 2026.

Sam Deleo is director of content marketing for Tucker Advisors, a Colorado-based national marketing organization and leading wholesale distributor of annuities and life insurance products to top independent agents nationwide.

Amy Young leads Microsoft's industry advisory efforts in the wealth management sector.

With a 30-year career spanning equity research, management consulting and business development, she helps the world's largest firms harness the latest technology to achieve their business goals and democratize access to advice.

Rob DiMase is the chief revenue officer and partner at Sentinel Group.

While these generated a flood of initial interest, broad adoption of these digital assets in portfolios will take some time.

LPL Financial also pulls advisors from Raymond James, and Raymond James draws from Merrill. Osaic meanwhile appoints a chief financial officer.