The Latest

  • The active ETF firm's managing partner talks about the potential for options-based strategies in times when stocks and bonds are plunging.

    March 23
    Tobias Salinger and Harley Bassman
  • Jody Bhagat is President of Americas at Personetics, a global leader in data-driven personalization and customer engagement for financial institutions. In this capacity, he is responsible for driving customer impact and establishing market leadership with the company's Self-Driving Finance proposition. Personetics delivers personalized insights, advice, and automated programs to help customers improve their financial well-being.  Previously, he was a Partner at McKinsey, where he helped financial institutions execute digital transformation programs to drive organic growth. Jody has also held digital leadership roles at leading AI-driven fintechs and North American Banks, including U.S. Bank, Wells Fargo, Providian, and Citizens Bank.

    March 23
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  • The SEC's case against a barred former broker shows why regulators and the industry often struggle to catch repeat offenders before they harm investors again.

    March 23
    Tobias Salinger
    Financial Planning
  • Yaniv Bertele, co-founder and CEO of VESTTOO, is an experienced strategist and business development and investment executive.

    Before the establishment of Vesttoo, Yaniv served as VP Business Development in a number of global companies, including Consumer Physics, Goji, CTG Holdings and Poseidon Diving Systems; In addition, while leading the corporate VC of Mekorot, Israel's National Water Company, he personally led 16 different equity investments in various startups, including the successful exit of Bacsoft. Acquired by Sun Corporation (TYO: 6736). Yaniv holds a Master's degrees in Physics and Mathematics and is an active reserve officer at an IDF Elite Unit.

    March 23
  • Aaron Harris has more than 25 years of high-tech engineering experience in business applications and software development strategies. From Sage Intacct's earliest days, Aaron has led the company's product vision and technology direction. A pioneer in cloud computing, Aaron helped Intacct build the world's first cloud architecture delivering on-demand financial applications. He regularly contributes to the development of best practices for cloud computing, service-oriented architecture, platform as a service, and accounting and finance technology standards.

    As Sage's Global CTO, Aaron is responsible for Sage's technology and product vision. Aaron is hands-on leading investments in AI/ML, blockchain, and other emerging technologies to transform the way people think and work.

    Aaron holds a Master's degree in information systems and a Bachelor of Science in accounting from Brigham Young University.

    March 23
    Aaron Harris
  • Tax

    The service's Criminal Investigation unit investigated 975 tax and money laundering cases related to COVID-19 with fraud totaling $3.2 billion.

    March 23
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  • Christopher D. Maher is the chairman and CEO of OceanFirst Bank in Toms River, New Jersey.

    March 23
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  • Ian Cohen as CEO & Founder of LOKKER, provider of data privacy and compliance solutions for the enterprise, Ian is dedicated to providing solutions that empower companies to take control of their privacy obligations. 

    Before founding LOKKER in 2021, Cohen formerly served as CEO for Credit.com, and CPO for Experian, where he focused on consumer-permissioned data.

    March 23
  • The first emergency sale of a major bank since the financial crisis is giving rivals the chance to grab key personnel or businesses at a discount.

    March 23