The Latest

Bio: Lana Mellis is manager of business development and client services for Transition Services. TSI's team of HR, operation and legal experts work closely with clients to design, implement and administer alternatives to traditional severance.

From the fans to the naysayers, the CEO of Advisor Circle says his team can't wait to host them in California as they march toward their goal of 10,000 attendees.

Watch an on-demand discussion with Elements CEO Reese Harper on the importance and difficulty of assessing a client's financial well-being.

Carol Juel is executive vice president and chief technology and operating officer at Synchrony. She was named one of American Banker's Most Innovative People in Finance for 2026.

Christopher Knapp of Robertson Stephens joins the Financial Planning Podcast this week to help financial advisors cut through the noise and tackle ESG investing like a pro.

From teaching arts and crafts, to going on tour with a former rock band, these retirees are proving life doesn't end with a 9-to-5.

Hawzien Gebremedhin has been the diversity, equity and inclusion leader at Plante Moran for two years. Her family immigrated to the United States from the Tigray region of Ethiopia when she was a one-year-old, and she and her sister recently co-founded a nonprofit called Tigray Action Committee that is committed to bringing awareness and action to the Tigray Genocide. She is a graduate of the University of Colorado and holds a Diversity & Inclusion Certificate from Cornell University.

Mammini Company moves business specializing in working with unions and corporate retirement plans away from Lincoln Investment.

The basketball great and sports analyst says as opportunities grow for athletes and entertainers, so does the need for greater financial competency.