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Stephanie Tilenius is an entrepreneur and "intrapreneur" who builds products, platforms and businesses from the ground up. She is the founder and CEO of Vida Health, a virtual health platform designed to treat the whole person by addressing a full range of physical and mental chronic health conditions. Before starting Vida, Stephanie led large consumer and enterprise platforms at Google, eBay and PayPal. She is on the Boards of Papa, Wish, and Seagate.

Wassia Kamon, CPA, CMA, MBA, is the vice president of finance and corporate controller at the Low Income Investment Fund. Recognized as a 2022 40 Under 40 Honoree by CPA Practice Advisor, she is a speaker and one the top corporate finance and accounting content creators on LinkedIn. Her insights on resilience and professional development have been featured in publications such as The Wall Street Journal and Strategic Finance Magazine. Reach her at wassia@theclarityblueprint.com.

Engine Capital, an activist hedge fund in the stock, called on Avantax to explore a sale last month, saying it could fetch as much as $32 per share amid rapid consolidation in asset management.

To avoid a third straight quarter of disappointing investors on earnings day, Goldman executives have been actively downplaying expectations for results that will be disclosed next week.

State regulators accused the wealth management giant of charging customers commissions of $75 or more for small equities transactions.

Ian is the co-founder and CEO of Koffie Financial, a finsurtech platform purpose-built for the trucking and transportation industry. With insurance at its core, Koffie's instant and transparent financial services empower truckers with the modern tools and technology necessary to drive efficiency and safety. He is an entrepreneurial leader at the intersection of data, enterprise markets and geospatial analysis.

Previously Ian served as founder/CEO of Urban Mapping, a web-based mapping platform he sold to Pitney Bowes in 2015. Customers included Tableau Software, Google, Microsoft, Apple, Facebook, Kayak, IAC, CoStar Group.

He has also served in a senior role at a startup that acted as outsourced research for the financial services industry, focusing on alternative data to generate alpha for hedge funds.

He blogs on themes relating to data, the whimsical and occasional adventure travel at Post-employment.com and more about his background on LinkedIn.

Ian has an MBA from Babson College, BA from McGill University and attended high school in Ireland and France. He currently lives in Raleigh, NC.

All customers with more than $1 million in assets have been automatically enrolled into a pair of new service plans.

Amid a low tide of deals, the giants continue to identify RIAs and other firms giving them more scale and new capabilities.

Jeff Jones sees allowing donations to 501(c)3 groups as a way to accommodate advisors coming into the industry from the insurance world.

The deal, a mix of cash and equity, will expand the RIA consolidator's growing service offerings to clients.