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Many retirement savers will have no trouble choosing between an IRA or a trust. But experts say there are some important factors that add complication to the decision.

Jaime Henry is Vice President of Product at Origami Risk, where she drives product strategy and evolution across the company's platform and the markets it serves. Since joining Origami in 2015, she has held several leadership roles, including Director of Market Strategy, Healthcare Market Strategy Lead and Service Delivery Manager. 
With 20 years of experience spanning client support, product management and strategy, Jaime brings a client-focused perspective to product innovation and cross-functional collaboration. She is passionate about advancing solutions that meet evolving market needs while supporting Origami's culture of collaboration and commitment to client satisfaction.

Jaime received a bachelor's degree in management information systems from Saint Mary's College in Notre Dame, Indiana.

Nineteen states and three major cities now have them. Cheap and easy usually isn't best.

Jason Hardgrave is the CEO of DR Bank.

Wealth managers keen to stay relevant in the age of artificial intelligence may soon find that clients with a mere $1 million in liquid assets are no longer worth spending human hours on.

Gary Carrai draws on his previous experiences as a financial advisor to recognize what sorts of technical advances are most likely to be useful to LPL advisors and clients — and how much change they can tolerate at once.

Carter Dougherty is a senior fellow for antimonopoly and finance at Demand Progress.

In his new role at Wells Fargo, Andre Mansour is harnessing his Google experience to bring efficient, meaningful systems that assist both advisors and clients.