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Financial Services Review
Financial Planning/Retirement
Featured Issue
Transforming Finance into a Strategic Business Partner
Mark Kaye, Chief Financial Officer and Lori Tansley, Head of Data Analytics & Financial Transformation, Moody's Corporation
Navigating the Rise of Fintech: Opportunities, Challenges, and the Importance of the Cfo
Suk Shah, CFO Guaranteed Rate
Retirement And Financial Planning Services
Planning Retirement around Purpose
Rich Bean, President and Founder Retirement Advisors
Financial Planning And Investment Advisory Services
Bringing Clarity and Coordination to Complex Financial Lives
Claire Baggao, CEO and Founder Layline Financial
Beyond the Sales Agenda: Building Advice Around the Client
Daniel Schutte, MBA, Founder, Schutte Financial
The Financial Lifeline for America’s Federal Workforce
Thomas Lee, Founder, Daniel Sipe, Founder
Serving Those Who Serve
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Five Star Financial Resources: The Expert Financial Planner
Tasha Coleman, Business owner
Delivering Innovative and Affordable Lending Products
Edward DeAngelis, Founder & CEO, QualiFi
Navigating Economic Uncertainty with Priority Gold: Why Precious Metals Matter Now More Than Ever
Justin Hightower, National Sales Director
Where Wealth Meets Purpose
Shannon Eusey, CEO, Beacon Pointe Advisors
Democratizing Alternative Investments
Joe LaTurner, Founder and Principal, KJLK & CO
![SS&C Technologies [NASDAQ: SSNC]: The Unseen Engine Behind Global Finance](https://www.financialservicesreview.com/newstransfer/upload/14-rp8if.jpg)
SS&C Technologies [NASDAQ: SSNC]: The Unseen Engine Behind Global Finance
Bill Stone, Founder, Chairman and CEO, SS&C Technologies [NASDAQ: SSNC]
Streamlining SDIRAs for the Modern Financial Professional
Caroline Baldwin, Chief Operating Officer, The Entrust Group
Prosperity Partners Building Robust Financial Futures
David LaLonde, Financial Director, LaLonde & Gillin Wealth Management Solutions
Bringing Stewardship to Retirement
Tim Newell, CEO & Managing Director, Tom Lau, Vice President, Envoy Financial
Shaping Financial Futures with Precision and Care
Joseph “Joe” Fernandez, CFP®, President and CEO, Christina Hudson, Chief Investment Officer, Johanna Arbelaez-Perez, Managing Director, Invenio Wealth Partners
Connecting with Entrepreneurs Beyond Balance Sheets
Braden Draggoo, Founder, Draggoo Financial Group
The Architect of Resilient Retirement Income Plans
Scott Butler, CFP, Retirement Income Planner, Klauenberg Retirement Solutions
Culture, Care and a Focus on Human-Centered Wealth Management
Scott Tremlett, CEO and Chief Investment Officer, Paramount Associates Wealth Management
Ameriprise Financial, Inc.: The Integrated Advisory Model Reshaping Financial Planning
Ameriprise Financial Teams
Engineering Retirement Certainty Amidst Market Volatility
Russell Campbell, Founder/CEO, Campbell Financial Group, LLC
The Convergence of Wealth Advisors and Retirement Plan Advisors
Bill Hastie, Managing Partner, Registered Principal, Financial Advisor; Ryan Hastie, Partner and Investment Advisor
Streamlining Required Minimum Distribution Calculations and Tracking Withdrawals
Warren J. Mackensen, President
Six Tips to Choose the Right Cloud Financial Solution Provider
Eloise Chapman, IT Director, Horace Mann
Four Common Technology Pain Points For Financial Services Clients
Rahul Mahna, Managing Director of Managed Security Services, Process, Risk and Technology Solutions (PRTS), EisnerAmper
Combining the Power of Technology and Industry Expertise for Optimized Claims Processing
Paul Kearney, Chief Claims Officer, AF Group
The Rapidly Evolving Insurance Industry
K Max Koonce II, Chief Claims Officer, Sedgwick
How Inclusive Technology Modernizing Microfinance in Indonesia
William Notowidagdo, Senior Vice President of Engineering, Amartha
Reimagining Model Risk Management Framework
Chun Maw TEY, Head, Group IFRS 9 Model Validation & SG Credit Risk Model Validation, Maybank
Securing Digital Frontiers Through Cyber Risk Management
Wahyu Agung Prasetyo, IT and Cyber Risk Management Head, Bank Mega
Strategies to Build a Stronger and More Secure Workforce
Silvia Lam Ihensekhien, Director of Information Security and Risk Management, Swire Coca-Cola
Leading the Charge in Wealth Management and Innovation
Chad Schmookler, Sr. Director, International Operations, InComm
Mastering Risk with Precision and Integrity
Lisa Levine, Executive Director, Fiduciary Oversight, Wells Fargo
Leading Finance Forward with Innovation in Focus
Richard Kung, Chief Financial Officer, CTBC Bank Corp. (USA)
From Survival to Self-Belief: How Navient Builds Leaders Who Thrive
Cristina Pritchard, VP, Financial Planning & Analysis, Navient
Rethinking QA: Less Testing, More Trust
Alison McGuigan, Director of Enterprise Quality Assurance, Golden 1 Credit Union
Leveraging Data to Transform Customer Experience
Brian A. Voss, Senior Vice President, Regional Director, NBT Bank [NASDAQ: NBTB]
Shaping Customer Experience at Scale
Allison Landers, Chief Experience Officer (CXO), Banking & Lending, UBS [NYSE: UBS]
Growing Market Share with Customized Banking Solutions
Jack M Jacobs, Senior Vice President of Corporate Banking, WesBanco Bank Inc [NASDAQ: WSBC]
Human-Centered Banking for Stronger Local Economic Resilience
Stephanie McClendon, Chief of Community Banking, First Federal Bank
Advancing Financial Leadership Through Accountability and Strategic Insight
Jeremy Dobes, Vice President of Finance, Velera
Building Community Banking for the Future
Barbara Britenriker, EVP/CFO, Farmers & Merchants State Bank
Breaking the Bank: How Emerging Finance Leaders are Redefining Community Banking
Riley Akervik, Senior VP Finance, Unison Bank
Leading Investor Relations in a Digital World
Laura Vidiella del Blanco, Head of Investor Relations, Digital Assets, VanEck
Beyond Comprehensive Planning: The Rise of Advice Orchestration
Joe Gaeckle, Senior Vice President, HNW and Financial Planning Solutions, Osaic Wealth, Inc
