The Latest

Hugh Berkson has focused his legal practice in the representation of investors since 2000. 

He is a principal of McCarthy Lebit Crystal & Liffman CoLPA in Cleveland and has chaired the firm's investor protection group since March 2016. He has been a member of PIABA's board of directors since 2011 and is currently serving in his second term as PIABA's president.

Alissa is a Managing Director in KPMG's Advisory practice and leads Digital Insurance. She brings over 18 years consulting and insurance industry experience driving digital transformations, enhancing carrier speed to market across multichannel distribution models and customer and operational excellence.

Rob is a Principal and Advisory Market Leader with KPMG. He brings over 30 years of experience in risk management and capital markets from banks, consulting companies and insurance corporations.

Mike is a Partner in KPMG's Financial Services Regulatory Risk Advisory Practice. With 30 years of experience, he works closely with leading Financial Services and Insurance companies, helping all lines of management, and boards, to achieve strategic objectives while meeting regulatory expectations.

Mike Strakhov is head of professional services lending at Live Oak Bank, the country's No. 1 SBA 7(a) lender (as of 2022). As head of professional service financing at Live Oak, he oversees the accounting and tax, insurance, and law firm lending teams. Reach him at michael.strakhov@liveoak.bank. 

Charles Lattimer is the Chief Innovation and Growth Officer at FinFit.  He is the former CEO of Cooperative Leadership Institute founded at Virginia Tech and co-author of the college textbook "Management: A Balanced Approach to the 21st Century," published by Wiley in 2012.

Moira Tolan, PhD, is a professor of business at Mount Saint Mary College in Newburgh, New York.

At the Most Powerful Women in Banking conference, asset management leader Jenny Johnson discussed opportunities and risks for portfolio managers in 2023.

Consumers with more than $250,000 in assets are seeking the services at a higher rate than financial advisors are currently providing them, according to a new survey.

The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?