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

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

The regulator provided a detailed listing of practices subject to tougher client-care standards for disclosure or outright elimination.

Total annuity sales in the second quarter reached $77.5 billion, by some measures the highest ever recorded.

Barika Williams is executive director of the Association for Neighborhood and Housing Development.

Paulina Gonzalez-Brito is the CEO of Rise Economy, formerly the California Reinvestment Coalition, a member-led alliance focused on creating a more equitable society for Black, Indigenous and people of color. She is recognized as a leader in organizing economic justice campaigns to expand worker rights, immigrant rights and the rights of low-income and underrepresented communities of color.

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

Chaitanya Ejner, senior associate – tax, KPMG LLP, has considerable experience in the R&D credit space across industries such as financial services and IT engineering working directly with client engineers to qualify and support R&D credit claims. He also works closely with a team of engineers and business experts in developing and automating credit claims processes.

Gregory A. Bocchino, partner – tax at KPMG LLP, is the national leader of KPMG's Accounting Methods and Credits practice and has more than 20 years of federal income tax accounting methods and credits experience.

Ajay Wanchoo, managing director – tax at KPMG LLP, leads transformation initiatives with a global team of specialist engineers and business experts and contractors, who provide deep technical analysis of client IT investments and develop client-facing solutions in the cloud leveraging artificial intelligence and other emerging technologies.