The Latest

  • Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.

    May 9
    A hand holds up a wad of money in front of a contemplative backdrop of trees
  • April saw a steep drop in investment in exchange-traded funds. Here are the 20 that lost the most.

    May 9
  • The federal banking regulator agrees that the former employees' claims against the failed regional bank don't belong in FINRA arbitration.

    May 9
    jpmorgan
  • Jennifer King is Vice President – Customer Experience Service and Quality and Enterprise Project Management Office (EPMO) at Boston Mutual Life Insurance Company.

    King oversees Customer Experience Service (which includes Reconciliation, Control & Reporting and Policy Holder Administration), Quality, Change Management, Implementation, and the EPMO areas in the company's Customer Experience, Innovation, Projects and Technology Strategic Business Center. She is responsible for the teams that facilitate the policyholder customer journey, and supports the strategic alignment of the EPMO with the voice of the customers and the company's needs. As leader of the EPMO, Policy Holder Administration, and Quality Center teams, she aligns project and operations resources to optimize customer and employee experience. Ms. King also serves as the Business Sponsor for BML Forward, the new policy administration system in development at Boston Mutual Life.

    Ms. King joined Boston Mutual Life in 2020 as Director – Strategic Project Management Office. She was appointed to lead the new Policyholder Administration and Quality Center teams in 2022 after being promoted to Vice President – EPMO in 2021, which were renamed under the banner of Customer Experience and Quality in early 2023.

    Prior to joining Boston Mutual Life, Ms. King holds 20 years of experience in project and program management within the financial services industry. Previously, she served as Finance & Risk Infrastructure & Business Solutions (FRIBS) Program Manager, Corporate Finance Vice President at State Street Bank, and held several positions during her tenure at the company from when she joined in 2007. Prior to State Street Bank, she worked at Investors Bank and Trust, where she began her career in 1996.

    May 9
    Jennifer King
  • Shai Gabay is CEO and co-founder of Trustmi.

    May 9
    Shai Gabay of Trustmi
  • Daniel Wheeler is president of The Fintech Lawyer, where he represents banks, fintechs and crypto startups.

    May 9
    Daniel Wheeler.jpg
  • Tax

    The Internal Revenue Service issued the annual inflation adjustments for health savings accounts in 2025 as prices continue to rise.

    May 9
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