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Melissa Bartlett is senior vice president of health policy,
The ERISA Industry Committee (ERIC), leading the development of ERIC's health policy and advocacy for its legislative and regulatory priorities at the federal, state and local levels.June 27
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Carin Giuliante is the chair and chief executive officer of Deloitte Tax LLP.
June 27
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David Tobias serves as the chief product officer at Nearmap. Previously, he co-founded Betterview, the leading Property Intelligence Platform for P&C insurers, which was acquired by Nearmap in December 2023. David plays a pivotal role in driving the market strategy for Nearmap, enabling users to effectively identify and mitigate risk, enhance operational efficiency, and build a more transparent customer experience. Before founding Betterview, David was instrumental in scaling Research Specialist Incorporated, an insurance loss control company. Under his leadership, the company expanded to conduct over 30,000 inspections annually with a network of more than 500 inspectors across the United States. Research Specialist Incorporated was later acquired by Alpine Intel. A veteran of the insurance and property intelligence industry, Tobias is focused on finding actionable, usable solutions to complex geospatial challenges.
June 27
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The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.
June 27
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The world's largest money manager began rolling out the BlackRock Private Credit Fund this month, targeting mom-and-pop investors while vowing to keep "an eye on risk."
June 27
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Craig West is founder and chairman of
Capitaliz , a digital platform for exit planners and advisors to deliver scalable business valuation, succession and exit planning outcomes.June 27
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Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.
June 26
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Even with the overall decline in people seeking financial advice, the number of investors wanting help specifically with asset management is on the rise.
June 26
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