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Unrealized losses on the company's balance sheet ballooned to more than $29 billion last year. At the same time, higher interest rates are encouraging customers to move their cash out of certain accounts that underpin Schwab's business.

With the acquisitions of CIT Group and a large portion of the failed Silicon Valley Bank, the North Carolina company has doubled in size for the second time in a little more than a year and joined the class of super regionals.

The independent firm told financial advisors that selling their own practices without a greenlight from the corporate office could draw FINRA scrutiny.

As their financial confidence grows, women want to help others succeed, too.

Keith is a principal analyst in Celent's North American insurance practice. He has extensive industry experience and is a seasoned expert in process automation, business transformation, back-office operations, and mergers and acquisitions for both property/casualty and life/health/annuities. His previous roles also include Vice President of Research and Consulting at Novarica, Practice Partner–Digital Success at MVP Advisory, CIO/COO of Futurity First Insurance Group; AVP of Distribution Systems and Field Technology for Mass Mutual; CIO of Trumbull Services, a wholly owned subsidiary of The Hartford Insurance Group; Head Principal Consultant for Life and Annuities in North America at HCL Technologies; and CIO of FPI, a software development and service company.

Keith most recently has focused his authoring on the topic of process automation including robotic process automation (RPA) and artifical intelligence (AI). He has assisted a number of insurance organizations with strategic technology roadmap development, go-to-market strategy, core platform replacement selection and IT and operational due diligence on acquisition opportunities. Keith has authored a number of industry artifacts and blogged on a number of industry topics with focus on innovation and digital transformation. Keith speaks annually at insurance industry events, such as Insurtech Connect and DIGIN.

Jetpack Workflow CEO and business evangelist David Cristello founded Jetpack in 2016 with the vision to help customers deliver their best work— from developing software solutions that help professionals solve their painful workflow problems, to personalized and fun onboarding and training, to curating helpful and informative resources through the company's podcast and blog. The company now serves over 7,000 customers in more than 18 countries, which collectively completed over 5 million client projects on time. 

Gil Bean is a partner at ExitSmarts, Inc. Reach him at gil@exitsmarts.com or (484) 431-3181.

Gregory S. Dowell, CPA, MBA, is the managing partner of Dowell Group CPAs & Advisors, in Palatine, Illinois.

A new scorecard show 13 of 68 companies got an "A" grade for being upfront about inequality in employee pay — and 25 got an "F."

Leslie Winner Bolton is the director of channel partnerships at Paychex where she has spent the majority of her over 11-year career forming relationships with national brands as well as working closely with regional businesses.  This has included working with partners in the franchise industry, trade associations, integration and technology sector, banking institutions and accounting firms.  Before joining the Paychex leadership team, she was an entrepreneur and owned several small businesses in the Orlando area where she still resides.