The Latest

Meghan Shea is Vice President and Head of Strategy and Solutions at New York Life Group Benefit
Solutions where she oversees the Product & Experience, Marketing, Project Management, and
Learning & Development teams. She is responsible for the long-term vision, short-term strategy, and
timely delivery of all products and connected experiences to drive value for NYL GBS clients,
customers, and brokers.

Lee Povey is the CEO and Founder of Maximize Your Potential Coaching, as well as the Co-Founder of Coaches Soul. As a previous elite cycling athlete and Olympic Development Program Coach for USA Cycling, and from coaching hundreds of World, National, and Olympic champions, Lee understands the importance of World-Class leadership. His mission is to empower and support leaders, executives, and elite coaches in achieving their leadership and life goal potential.

LinkedIn Profile: https://www.linkedin.com/in/leepovey/

Drew Niehaus is the managing director at Riveron.

Comments on FINRA proposal question of difficulty of getting meritless customer complaints erased.

The husband-wife creators of financial coaching website The Bemused have plans to expand their company after her departure from Ballentine Partners.

The giant wealth management firm allegedly made inaccurate representations to the regulator involving the call logs on two of its internal network drives.

As SVP of corporate strategy at EIS, Rory Yates helps insurers achieve their transformation goals and evolve toward ecosystem-based futures via insurance core systems transformation.

Regulatory disappointment in December accelerated steep losses suffered by cannabis ETFs this year.

Jim Conroy is CEO of The Neat Company.

The firm is rolling out team affiliations and internal career pathways into advisor roles, while looking to siphon off veterans from wirehouses by continuing a popular no-strings-attached transition offer.