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The annual Technology Tools for Today conference also brought breaking news from FP Alpha, Hubly, CircleBlack and Advyzon.

The founder of the family-focused fintech firm said advisors who talk about how great they are make clients tune out.

Is the banking sector in crisis? What happened, and what can bankers learn from this turmoil? Two of American Banker's reporters discuss the fallout and what comes next with the magazine's editor-in-chief.

Employees of the collapsed bank are using LinkedIn, and old-school means, to find new jobs.

After three banks collapsed, a New York teacher wonders if the wreckage could reach her nest egg. Should she be worried?

John Bovenzi is a co-founder of The Bovenzi Group, a boutique financial consulting firm. He served as deputy to the chairman and chief operating officer of the Federal Deposit Insurance Corp. for 10 years.

The private equity-backed independent wealth management firm's liabilities have surged by 87%, but Moody's expects its leverage to fall this year.

Grayson Milbourne is the Security Intelligence Director at OpenText Cybersecurity, a division of OpenText. Grayson's nearly two decades of security intelligence expertise include malware analysis, data science, and security education. In his current role, Grayson is focused on efficacy development to ensure the company's security management products (which include the Webroot portfolio) are able to defend against the most cutting-edge threats.

Grayson is a longtime advocate for better 3rd party testing of security products and represents OpenText Cybersecurity at the Anti-Malware Testing and Standards organization, AMTSO. Through his efforts, AMTSO released testing standards that greatly improved testing quality when followed. Grayson is an avid participant in the security community and drives awareness of current threats by speaking at major events such as RSAC and Virus Bulletin. He is a frequent guest on local NBC affiliates and several cybersecurity podcasts. Beyond his passion for protecting people from cyberthreats, Grayson loves aviation and holds a private pilot license. His other passions include strategic boards games, skiing and playing golf. He lives in Louisville, Colorado with his wife, Danielle and their two cats, Theodore and Aiden.

Merrilee Matchett is the head of Global Customer Service & Operations and a member of the  Strategic Advisory Group for MetLife. In this role, she directs a team of more than 10,000 associates responsible for managing the operations and servicing teams that support and enable the U.S. Group Benefits, Retirement & Income Solutions, MetLife Holdings, and Asia, EMEA and  LATAM businesses across more than 40 global markets. She is also the Chairperson of  MetLife Europe, and MetLife Europe Insurance. 

Matchett joined MetLife in 2021 from Bank of America, where she was responsible for service  and operations for global wealth management, private banking, and institutional and personal  retirement businesses supporting more than $3 trillion in client balances. She was also the  Chairperson of Financial Data Services, LLC, responsible for the end-to-end operational  support of domestic and offshore mutual funds. 

Matchett has been an advocate for diversity and women in financial services throughout her  30-year career and has been recognized with numerous market awards for outstanding service  and operations performance. She is a member of the MetLife enterprise Diversity, Equity &  Inclusion Council, and represents MetLife on the board of INROADS, helping to provide career  pathways for talented diverse youth across the United States. 

She holds a B.A. in management with a law major from the University of Canberra, Australia.  Additionally, she is FINRA accredited and licensed to trade and run a broker dealer.

New provisions increase the ways workers can contribute toward their futures and employers can invest in their workforce's financial wellness.