Commercial banking

Ben Turner is CEO of Verituity, which provides payment verification services.

Lance Mason is a distinguished accounting professional and licensed CPA known for his ability to bring clarity to complex financial topics. He began his career at Ernst & Young, where he built a strong foundation in public accounting before moving into the startup ecosystem. There he has applied his deep expertise in ERP systems like Oracle NetSuite to help these startups scale. An engaging speaker, he combines practical experience, technical acumen, and a forward-thinking vision to deliver insights that resonate with accounting professionals and business leaders alike. His storytelling approach not only demystifies accounting concepts but also inspires a broader conversation about the future of capital markets.

Harish Kapur is the president and CEO of Across America Insurance Services, a specialized wholesale insurance brokerage serving the specific needs of the commercial trucking and transportation industry, including E&S service offerings.

The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.

Brian Parker is SVP, National HR Consulting and Workforce Solutions Leader at Alera Group. He leads the Alera Group division responsible for helping clients create strategies to attract and retain talent and transform the way they serve employees. His guidance empowers organizations to better engage their people and find the right technology and services to carry out their mission.

Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.

The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.

The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.

The Treasury Department and the IRS will need to roll out guidance to explain the bill's newer provisions and how they differ from earlier tax legislation.

But the Bank of America subsidiaries nonetheless reported rises in AUM and net revenue in the second quarter while adding thousands of new client relationships.

Elliott Parker is the CEO of Alloy Partners.

Stressed RIA leaders with a glut of wealthtech products to choose from are experiencing analysis paralysis.

The accusations led to the end of 16 years at the firm.

Mark Lenhard is CEO of Zepz, which provides global payments platforms.

In an earnings call Tuesday, CEO Charlie Scharf credited brokers in the firm's branches for working with consumer bankers for a 10% increase in new assets.

Citi's wealth division was a relative bright spot in the bank's second quarter earnings report, with revenue up amid turbulent market conditions.

Many of the provisions of the OBBBA benefit businesses, but colleges and universities will take a hit, as will companies in renewable energy.

Negative net new assets came back to the giant clearing and custody firm in the second quarter, although they weren't as large as in the same period of 2024.

When Brandon Ross sought to build an independent firm from the ground up, he realized integrated tech would be key.

David Peters is the Director of Underwriting Strategy at Bestow, where he leads innovation in risk assessment for life insurance. Previously, he worked at a major life insurance carrier, focusing on analytics and automation. He holds multiple designations, including FALU, FLMI, AIRC, and ARA. David has a Master's degree in Behavioral and Economic Science from the University of Warwick and a Bachelor's degree in Economics from the University of Nottingham. He currently resides in Virginia with his three sons.