The Latest

  • Donna Stephens is a managing director at Deloitte Tax LLP. She joined Deloitte in November 2020 as managing director with over 26 years of experience serving clients across various industries. Prior to joining Deloitte, she was senior director of operations and chief of staff for tax, FP&A and global functions finance for a Fortune 500 technology company. She specializes in global tax compliance and has designed and built several global centers of excellence. 

    August 4
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  • At Active Digital, David drives and oversees the company's go-to-market motions, client partnership and success motions, solution and delivery capabilities, and thought-leadership efforts. He also ensures corporate operations and talent alignment with the needs and pace of Active's growth and delivery orgs. Beyond his internal business leadership, David loves to invest time in strategic client relationships and projects.

    August 4
  • Tom is a Principal in the Health practice and leads the voluntary benefits team at Buck, an integrated HR, pensions, and employee benefits consulting firm. For more than 20 years he has helped some of the country's largest and most respected employers design voluntary benefit programs that deliver on business objectives and drive greater employee engagement.

    August 4
  • TDFs have successfully nudged more Americans into the stock market, Allison Schrager writes, but they also have a major weakness that inflation is bringing to light.

    August 4
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  • Usama Fayyad is Executive Director of the Institute for Experiential AI/ Northeastern University, Boston, MA.
    Previously he was the Chairman & Founder: Open Insights, LLC, San Francisco, CA, USA (established in Seattle, WA, 11/2008). Chief Data Officer: Group MD, Barclays, London(2013-2016). Chairman Oasis500: appointed Exec Chairman by King Abdullah II of Jordan (2010-2016). Chairman & CTO: Blue Kangaroo (2010-2013), Burlingame, CA. 2004-08: Yahoo! Chief Data Officer/EVP – 1st CDO in industry. Co-Founder/CEO: Open Insights ('08), DMX Group (acquired by Yahoo! '04), Audience Science/digiMine ('00). 1996-00: led Microsoft Research Group & data mining SQLServer products. 1989-96: NASA's JPL earning Caltech's top research excellence award & U.S. Government medal-NASA. 1991: Ph.D. U of Michigan, Ann Arbor (2 BSE's: EE & CSE; MSE: CSE & M.Sc. Math)

    August 4
  • Ruth is a Principal in Engagement practice at Buck, an integrated HR, pensions, and employee benefits consulting firm. She has conducted extensive employee surveys and focus group research to assess employee needs, define business strategy, and guide program design.

    August 4
  • Melissa Venable, PhD, is a principal writer and education advisor at BestColleges.

    August 4
  • CEO Dan Arnold says the firm is eyeing continued records in its headcount, despite the usual dropoff in broker moves during downturns.

    August 4
    LPL Financial's San Diego headquarters
  • The regulator provided a detailed listing of practices subject to tougher client-care standards for disclosure or outright elimination.

    August 3
    SEC headquarters, Bloomberg News
  • Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.

    August 3