The Latest

  • Upper management is at odds with their employees over AI use, hybrid work, dress codes and more.

    October 27
  • High interest rates and a wobbly stock market continued to fuel the Great Annuity Boom this past summer.

    October 26
  • Coming off another record quarter, the independent broker-dealer giant sought to reassure analysts questioning its stagnant advisor headcount.

    October 26
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  • Angela Streba is the director of advisor brands at Commonwealth Financial Network.

    With the firm since 2019, she partners strategically with advisors and external marketing experts and focuses on overall strategic brand marketing and mentoring efforts. Her goal is to help develop stronger and more cohesive advisor brands that lead to better marketing.

    October 26
    Angela Streba
  • Bruce McClary is senior vice president of membership and communication at National Foundation for Credit Counseling.

    October 26
  • Rod Griffin is senior director of consumer education and advocacy at Experian.

    October 26
  • Chairman Gary Gensler draws attention to high-profile cases over WhatsApp and other messenger communications as well as the need for crypto regulation.

    October 26
  • Darin Campana is a Senior Manager of Insurance Consulting for EPAM Continuum.  In this role, he provides advisory services to insurance clients through their transformation and modernization journeys. With more than 26 years of experience across consulting and insurance industries, Darin helps clients enable technologies in the disruption of today's insurance markets including intelligent process automation, big data, artificial intelligence (AI), omni-channel applications and IoT. 

    October 26
  • Steven Tesler is Senior Manager of Insurance Consulting for EPAM Continuum, the integrated business, technology and experience consulting practice of EPAM Systems, Inc. With more than 25 years of experience supporting the Insurance Industry as a Consultant, Technology Strategist, and Solutions Consultant, Steven has a track record of managing cross-functional teams in executing strategic initiatives across the business, finance, operations, and technology from design through implementation.

    October 26
  • Financial Planning's Top 40 Brokers Under 40 rankings recognize the industry's top elite young producers among broker-dealer firms. Nominations are now open for the 2024 edition.

    October 26
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