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Paul Quirk is the Vice President of Customer Success at Caspio, where he leads a team helping over 15,000 customers leverage the strategic value and ROI of Caspio's market-leading low-code development platform. 

Starting this month, the interest rate on I bonds is dropping back down to earth. But before you feel the pangs of FOMO, consider these other options.

By keeping an eye on the future and potential new tax developments, tax advisors can offer their clients a sense of stability and proactive tax planning.

Jenny Buckley is a Senior Vice President at ISN, overseeing ISN's Contractor Development, RAVS and Monarch Consulting Team. Prior to her current role, she held several management roles, most recently overseeing ISN's efforts in the Energy industry and the Latin America, Asia Pacific, Europe, Middle East and Africa regions.

Since joining ISN in 2006, Jenny has held various business development, management and leadership roles within the organization. Her experience includes leading teams at ISN focused on contractor management across various industries, such as Oil & Gas, Petrochemical, Mining, Utilities and Public Sector in the U.S., Canada, Australia and New Zealand. Jenny led operations across the Asia Pacific and Western Canada regions while living in Sydney and Calgary respectively.

She holds a Bachelor of Business Administration from The University of Texas at Austin.

As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.

Wells Fargo, which set aside $2 billion last quarter to deal with legal matters, said it's in discussions with the Consumer Financial Protection Bureau to resolve investigations.

Since most Americans rely on the workplace for their retirement savings, employers are poised as an essential resource for helping people manage financial turbulence.

Credit Suisse Group executive Yves-Alain Sommerhalder is leaving, adding to top-level departures as the firm seeks to get back on its feet amid a massive restructure.

Despite a 21% fall in profits, the Saint Louis-based brokerage pulled in new advisors in both employee and independent channels as its wealth revenue continues to climb.

The firm's latest supervisory case involving its oversight of former brokers comes as regulators and client attorneys have more tools under the 2-year-old rule.