The Latest

  • Priscilla Sims Brown serves as president and CEO of Amalgamated Bank, a full-service bank, lender and investment manager with a century-long commitment to advancing positive social change.

    October 3
    Priscilla Sims Brown WiB 2023
  • Jacob Channel is the senior economist for LendingTree.

    October 3
    Jacob Channel headshot.jpg
  • Manish Dave, who has been with the firm for 18 years, oversaw a headcount that was formidable but stagnant in recent years.

    October 3
    Ameriprise Financial, Inc. Corporate Headquarters and logo
  • Robert Walde is a Senior Software Engineering Manager at Clearwater Analytics, bringing over 30 years of experience in software and platform technologies. In his current role as Senior Software Development Manager, he leads two software development teams focused on Regulatory and Accounting technology platforms.

    October 3
    Robert Walde
  • Sabrina Wilson is a Global Regulatory Policy Expert, and serves as a subject matter expert for regulatory filings at Clearwater Analytics. In this role, she works with internal teams for the ongoing enhancement of NAIC reports. Sabrina has over 20 years' of statutory accounting and reporting experience and uses her background to communicate industry best practices and comment on regulatory guidance and procedures.

    October 3
    Sabrina Wilson
  • After helping to lead a crackdown on the cryptocurrency industry and Wall Street's use of off-channel communications, Gurbir Grewal is leaving the SEC.

    October 3
    Gurbir Grewal the US Securities and Exchange Commission’s top enforcement official 2024
  • Steve A. Rosenthal, CEO of Triton Benefits & HR Solutions stands as one of the most widely recognized leaders  in the employee benefits and human resource industry. With a career marked by visionary leadership and  groundbreaking innovation, Steve has consistently been at the forefront of HR and employee benefits solutions,  shaping the way businesses manage their most valuable assets — people.

    October 2
  • Industry experts and analysts take comfort in the firm's choice of Rich Steinmeier as interim CEO and say they see little reason to expect serious disruption.

    October 2
    LPL Financial sign logo on modern office building of LPL Financial Holdings Inc company - San Diego, California, USA - 2020
  • According to a recent Cerulli study, more than half of retired 401(k) participants say Social Security is their primary source of income. At the same time, only 6% of millennials predict they will rely on those funds when they finish their careers.

    October 2
    Social Security-checks
  • The technology could change the way many financial advisors interact with their clients, but that evolution will come with important questions, an expert says.

    October 2
    Azish Filabi of The American College of Financial Services spoke at this week’s Strategy Forum held by the Investments & Wealth Institute.