The Latest

William Laurent is a renowned independent consultant in data, governance and IT strategy. You can reach him at william@williamlaurent.com.

Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

Kevin Mitchell has been the President of TypTap Insurance Company since October 2019. He has served as a Senior Vice President of HCI, managing HCI's investor relations and reinsurance placement and sales & marketing. Before joining HCI, Mr. Mitchell was an Area Director and Producer for Arthur J. Gallagher & Co. Prior to being with Arthur J. Gallagher & Co. he was a Commercial Lines Producer with Oswald Companies. Mr. Mitchell is a Bowling Green State University graduate, earning a Bachelor of Science degree in Communication and a minor in Marketing.

Doug Kramer, managing director of Neuberger Berman, joined the firm in 2015 and is the head of Institutional Equity and Multi-Asset.

Prior to this position, he co-headed the firm's Quantitative and Multi-Asset team. Doug formerly was CEO at Horizon Kinetics, an investment management firm.

The new developer portal aims to empower innovation and collaboration among Docupace clients, other wealthtech companies and more.

More elderly consumers are being diagnosed with Alzheimer's and dementia — making them vulnerable to scammers. Financial institutions are seeking special certifications to better equip themselves to help.

Fraudsters are ever-inventive, and accountants and tax pros need to make sure their clients keep vigilant.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.