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Overall, customers expressed greater satisfaction with their retirement plans' websites and mobile apps this year, but experts say there's still much room for improvement.

Joseph Phillips heads the Credit and Compliance teams within Mphasis Digital Risk's Due Diligence department.

Regulators accused the investment technology firm of not disclosing fees that ate into clients' interest payments.

Kristy LaRose is the founder and CEO of Impact Strategies LLC. She is a business development expert, specializing in growth strategies for professional services firms. Her niche lies in crafting strategic action plans, assisting clients with pre-planning, research, meeting scheduling, and follow-up to achieve outstanding results through conference participation. 

The insurer-backed firm secured its third M&A agreement of the year and fifth in its history for a firm with at least $1 billion in client assets.

Bart Peluso III is Vice President of Marketing at KnowledgeLake. He joined the company from Microsoft where he introduced & led 'Hyperautomation' across the company's 15 global regions. Prior to Microsoft, Bart was the Global Head of Product Marketing for Blue Prism, where he drove the creation of the RPA Market along with Gartner's RPA Magic Quadrant. Bart has managed Product Marketing Strategy, Competitive Intelligence, Technical Alliance Partnerships (TAP) & Customer Advisory Groups in the 'Automation / Document Processing space since 2010. He led Product Marketing for disruptive new technologies at Cisco, Dell & the revolutionary start-up Mesh Networks.

The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.

Steven L. Antonakes is the executive vice president for Enterprise Risk Management at Eastern Bank and previously served as the deputy director of the Consumer Financial Protection Bureau and the Massachusetts commissioner of banks.

Independent branches are playing a pivotal role in the industry — regardless of anyone’s opinion or awareness of them.

Todd Stead is a regional group benefit sales consultant at IFC National Marketing.