It looked like an email from the boss. It had the same address and asked for information you’ve provided before—files or information vital to closing a deal or even a funds transfer request. So you dropped what you’re doing and responded, quickly attaching files and hitting send, showing again how you can shift priorities in […]
Features Information Technology
Emma Channing — Satis Group LLC
Emma Channing says about 70 percent of Americans have less than $5,000 in their 401(k) accounts—and that’s not OK. In fact, the CEO and general counsel of Satis Group says the numbers amount to a ticking time bomb. The casualties? They’re more likely to be women—and those earning less income. That situation is among the […]
Mitch Bompey – Addepar
In the world of investment, tracking the performance of a portfolio can be one of the biggest challenges to managing it. Markets fluctuate, interest rates change, earnings reports ebb and flow and information abounds. Aggregation tools are essential for independent wealth advisers, but the data filling those graphs and pie charts, such as share prices […]
Stewart Byrne – Citrix
After 30 years in the business, there’s one concept that still resonates with Stewart Byrne. Simplicity. After all, life with technology should be easier he says To that end, simplifying the customer purchase experience is the focus for Byrne, vice president and regional general counsel for the Americas for the multinational Florida technology company. “Our […]
