The Latest

  • Michael He is a Senior Director at Simon-Kucher, where he is focused on helping insurance and Insurtech companies accelerate growth by refining their pricing, sales, and go-to-market strategies. With over 17 years of experience spanning financial institutions, insurance, and technology, he is a strategic leader in AI/ML transformation, sales, data, and pricing.​ Michael guides clients through industry shifts, helping them harness data-driven insights to make smarter, more strategic decisions. His expertise lies in translating complex analytics into actionable strategies that drive sustainable profitability and competitive advantage. Michael holds both an undergraduate degree in Economics and Computer Science, as well as an MBA in Corporate Finance and Accounting from the University of Rochester.

    March 9
    Michael He
  • Lera Kooper serves as chief operating officer and equity partner at Accountability Services. Drawing on her background as a business owner and her dual degrees in accounting and supply chain management from Central Washington University, she helps clients understand how financial data and strategic planning work together to unlock growth.

    March 9
    Lera Kooper of Accountability Services
  • The payouts come as UBS nears completing its integration of Credit Suisse, which it bought in 2023.

    March 9
    UBS CEO Sergio Ermotti Interview
  • The spring media buy for the CFP Board's ad push to increase public trust in and visibility of certified financial planners will cost $14.6 million and run to May 17.

    March 9
    EDITED - Screenshot 2026-03-05 141722.jpg
  • Tax

    The members of the "Patriotic Millionaires," who include a Disney heiress, argue that rich residents can afford paying more into city coffers.

    March 6
    Abigail Disney of Patriotic Millionaires
  • Ranjit Rao is a finance and enterprise performance leader and principal in Deloitte Consulting LLP, with more than 20 years of experience leading large finance transformation programs focused on finance strategy and operations.

    March 6
    Ranjit Rao of Deloitte
  • Ed Hardy is a partner and serves as the U.S. finance services leader at Deloitte, where he helps CFOs and finance leaders prepare for what's next and navigate change. He has been with the firm and serving clients for more than 30 years, working across industries, services, risk management capabilities and innovations.

    March 6
    Ed Hardy of Deloitte
  • March 6
    A man in formal wear smiling for a photo.