Commercial banking

Karl Roessner is CEO of Vestmark, a wealth management software and service provider.

Prior to joining Vestmark, he served as CEO of Lefteris Acquisition Corporation, a special purpose acquisition company focused on the fintech arena. Previously, he served as the CEO and a member of the Board of Directors of E*Trade.

The Bureau of Labor Statistics said the consumer price index rose to 0.3% in June to an annualized rate of 2.7%, making the case to cut interest rates more difficult for the Federal Reserve to justify at its next meeting later this month.

As the Global People Leader at Rocket Lawyer, Megan leads the talent philosophy and strategy for a company that provides online legal services and documents to millions of users around the world. With over 16 years of experience in the HR field, Megan has a passion for building high-performance cultures that support the company's mission to make access to justice affordable and simple. Megan's core competencies include talent strategy, rewards and recognition, HR operations, talent development, and leadership development.

Take a buyout or risk a later layoff? As more federal employees find their jobs in the crosshairs, financial advisors say they're navigating a complicated and uncertain path forward for their clients.

Gulzar Singh is a U.K.-based global banking and digital transformation leader with 30+ years of experience in leadership roles at international banks across the U.K. and India. He holds a Ph.D., an MBA and has completed executive education at MIT.

Experts say that while high dividends can be appealing on the surface, there are many other factors to consider when evaluating a stock.

Jessica Jones-Langford is the group accounting manager at Ximplifi, where she leads a QuickBooks accounting team. With over a decade of experience in nonprofit and corporate accounting, she brings a strategic mindset to designing scalable workflows, optimizing financial operations, and delivering accurate reporting tailored to each client's needs. She also plays a key role in driving onboarding, overseeing daily operations and continuously refining team workflows to maintain high service standards.

Jatin Narang is the CEO of Verito, an accounting-focused cloud and IT services provider.

The president's signature tax law allows a long-standing business deduction for the cost of food provided to employees to expire.

Eric Fenton, Principal of Insurance Consulting at EPAM and a 2024 Global Insurtech Influencer Award Winner, is a strategic visionary focused on AI, innovation and emerging trends in the insurance and Insurtech landscape. A certified automation
professional with over 25 years of experience, he leverages deep industry expertise and
EPAM's multidisciplinary, end-to-end capabilities to deliver high-impact technology
solutions that create strategic value for insurance companies. Eric collaborates closely
with business and technical stakeholders, aligning people, processes, and technology to
drive enterprise-wide transformation.

Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.

Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.

Also this week, LPL Financial and Janney Montgomery Scott log recruiting deals while RIA aggregators like Sanctuary Wealth, Beacon Pointe and Carson Group go on an acquisition tear.

Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.

Pinchus D. Raice is a partner and co-chairs the Financial Institutions Practice at Pryor Cashman LLP.

Tax clients are already starting to ask their accountants about the many changes in the massive One Big Beautiful Bill Act passed by Congress last week.

Morgan Stanley had gone to the Second Circuit Court of Appeals to fight a lower court's finding that its deferred compensation policies fall under federal retirement law.

Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, according to Financial Planning's July latest survey.

Emily Allen is senior manager of finance and accounting at CloudZero.

Noelle Acheson is the author of the Crypto is Macro Now newsletter.