The Latest

Krishnan Nair is the director of product, fintech & payments for Stampli.

How are banks and the financial sector likely to perform in the coming year? The Americas chief investment officer of UBS Global Wealth Management shares her insights.

Heather H. Wilson, Chief Executive Officer of CLARA Analytics, has more than a decade of executive experience in data, analytics and artificial intelligence, including Global Head of Innovation and Advanced Technology at Kaiser Permanente and Chief Data Officer of AIG. She currently sits on Equifax's board of directors. While at AIG, she was named the Insurance Woman of the Year by the Insurance Technology Association for her data innovation work. Wilson has been a steady supporter of diversity. She launched the Kaiser Permanente Women in Technology group, focused on mentorship and retention for women in math, technology and science, and at AIG, she launched Global Women in Technology and served as Executive Sponsor of Girls Who Code.

Sudhir Chaturvedi is president and executive board member of LTIMindtree.

He leads a dynamic sales, marketing and alliance team globally, and is a member of the board of Syncordis Consulting, a subsidiary of LTIMindtree, based in Luxembourg. Since joining LTIMindtree, Chaturvedi has been a key strategist of the company's transformation that is widely visible across brand development, market development and business development activities.

Peter Boerhof is senior VAT director at Vertex Inc.

Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.

In its latest recruiting win from Osaic's Triad Advisors, the firm established its first office in a new region and picked up a half dozen financial advisors.

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

Piritta van Rijn is global head of product, accounting, tax and practice at Thomson Reuters.

During this timely web seminar, our research and editorial teams shares highlights of the findings including how advisors plan to adjust their go-to-market strategies in the coming year.