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Kelly A. Brown is the chairman and CEO of Ampersand, Inc., a Midwest-based financial services firm that provides treasury management services.
July 16
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Digital Insurance recently surveyed insurers, brokers and adjusters about the technology they're using in the claims space, and we'll share those insights.
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The brokerage giant sticks to more conservative approach to retail investing amid increasingly crowded market.
July 16
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Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.
July 16
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Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?
July 16
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If those savings in defined contribution plans are offset by debt, employees may find themselves worse off than when they started.
July 15
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A broker argues the Supreme Court's recent decision in the Jarkesy case means he should get to defend himself against fraud allegations before a jury.
July 15
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The IRS warned about bad advice that's being peddled on social media promoting a bogus "Self Employment Tax Credit" and prompting unsuspecting taxpayers to file false claims for the credit.
July 15
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Vidya Balakrishnan is GM and VP of Financial Services at ServiceNow. She is an experienced technology and business leader with deep knowledge of CRM, process automation, and financial services technologies. She is responsible for product and solution strategy for Financial Services customers globally.
July 15
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The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.
July 15
