The Latest

Angie Brown, CPA, CGMA, is senior director of product management at Becker Professional Education.

Tammy Bradly is the senior director of clinical product marketing at Genex Services.

Recessions clear out economic deadwood and lay the groundwork for the next boom.

A columnist makes the case, with caveats, for tapping certain retirement accounts rather than the traditional savings plans.

Melissa Chi is Head of Product at E&S technology platform Pathpoint. In her role, she leads the product team in exploring opportunities to develop products and features that simplify processes and expand the breadth and depth of Pathpoint's E&S products. Chi's technology and startup background includes experience as Director of Product at Stord, Product Manager at SigFig, and Product Manager & Capital Markets at Earnest. She holds an MBA from the Kellogg School of Management at Northwestern and a BS in Business and Political Science from the University of Florida.

Gene Grant II is founder and chief executive of LevelField Financial.

Three new incoming partner firms have brought $9.5 billion in combined client assets and $50 million in annual revenue this year.

The fintech veteran and NYC Fintech Women co-founder is doing it all, and wishes she could do more.

The publicly traded holding company completed the latest of more than 1,000 brokerage shutdowns in the past decade.

Suzanne McCall is a learning and development consultant with Pinnacle Group Business Resources.