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Sophia Duffy is an associate professor of business planning at The American College of Financial Services, where she teaches estate planning and taxation.
She is also an estate planning attorney with Winter & Duffy Law in Pennsylvania. She has published several papers in academic journals related to robo-advisors, Social Security, financial industry regulations and the impact of technology on the financial services profession.
February 5
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Lauren Anderson is senior vice president and associate general counsel at the Bank Policy Institute. She previously served as a senior adviser on green finance to Bank of England Gov. Mark Carney.
February 5
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Innovative advisers are driving two disruptive benefits trends that both improve the quality of care and reduce year-over-year healthcare costs.
February 5
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Employers have big plans to recruit more workers in 2021. But deciding where they’ll work is the most recent workplace debate.
February 5
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Joseph J. Murin is Chairman of JJAM Financial LLC, a financial services holding company. He is also Chairman Emeritus with Chrysalis Holdings and a member of the Boards for Cherry Hill Mortgage Investments and PitchPoint Solutions. Mr. Murin has served as President of the Government National Mortgage Association and co-founded The Collingwood Group, LLC, a leading Washington D.C.-based strategic consulting firm.
February 5
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Currently, less than 8% of the American population has been vaccinated against COVID-19, according to the Centers for Disease Control and Prevention.
February 4
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Mental health benefits are the key to keeping employees healthy and fully engaged.
February 4
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“We recognize that we did not adequately acknowledge the epidemic unfolding in our communities or the terrible impact of opioid misuse," McKinsey said on its website.
February 4
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