The Latest

James Jack is the Executive Director and Head of the Business Owners Client Segment at UBS.

A Quad-A panel including a planner, Schwab's asset management arm and a fintech startup debunked myths about a $35 trillion movement.

Aaron Lindstrom is the Regional Head of Transformation and Digital Partnerships for Allianz Trade in Americas, the world's largest and oldest provider of trade credit insurance. In his current role, Lindstrom is responsible for the execution of Allianz Trades' ambitious strategy to fundamentally transform the company for success in the digital era. He also drives the Region's digital partnerships by actively facilitating current and new partnership opportunities, and evolving current product offerings to serve market needs. In addition to the day-to-day responsibilities of his role, Lindstrom serves as a founding member for Allianz Trade's American Diversity & Inclusion Committee.

Lindstrom has 10 years of experience in the insurance industry. He joined Allianz Trade in 2012, serving as Sales Agent, then later Senior Sales Agent. Prior to joining the organization, he held positions with Enterprise Fleet Management and Enterprise Rent-A-Car.

Lindstrom has vast experience speaking at both regional and national events for organizations such as, The Risk Management Association, The National Association of Credit Managers, Washington Business Week, and The Associated Builders and Contractors.  He is active in several regional trade organizations and frequently networks with startups and fintechs to stay up-to-date on the innovation of the trade credit insurance industry.

In his spare time, Lindstrom enjoys volunteering with organizations like Washington Trails Association and North Helpline. In the past, he has served on the boards of numerous non-profit organizations. When not hard at work for Allianz Trade or volunteering, Lindstrom enjoys traveling, camping, hiking and snow skiing.

Paul Williams is VP of Business Development at HONK Technologies, an on-demand automotive mobility services company. He has previously held a number of senior positions in vehicle salvage and recycling companies, including Newell Recycling Southeast, Aviva and Bluecycle.

Carrie Kelley, who is a Director in the Insurance Consulting and Technology business, joined WTW in 2012 and is based in the Atlanta office. Her primary areas of practice are individual life insurance, COLI/BOLI products and principles-based reserving. She has assisted clients across a range of M&A, reserving, and financial modeling issues.

The bank's 'Project Genome' aims to convert corporate retirement and E-Trade clients to its wealth business.

From rising gas and toll prices to machete-wielding maniacs menacing Manhattanites, commuters into the nation's financial capital are frustrated.

Richard McBride is founder and CEO of Certino, a cloud-based shadow payroll platform. He is a chartered accountant and chartered tax advisor with over 35 years in the industry and expert knowledge in global mobility, international employment tax and reward. Prior to founding Certino in 2017, he set up and led the global mobility function at Baker Hughes, delivering more than $250 million in employment tax cost savings over eight years (2008–2016).

Jamie Fiore Higgins, a former executive at Goldman Sachs, describes the toxic work environment she endured during her 18 years at the investment bank in her memoir, "Bully Market."

Federal investigators are uncovering billions of dollars in fraud tied to pandemic relief programs.