Podcasts

Bridget Berg holds the position of principal, industry solutions within the property intelligence group for CoreLogic, where she leads the delivery of fraud risk management solutions to the mortgage industry. With more than 30 years of major financial institution experience, she has focused on all aspects of mortgage fraud, managing investigations and developing fraud risk programs and analytics.

Prior to joining CoreLogic, she was the vice president of fraud strategies at Wells Fargo Home Mortgage. She earned a bachelor’s degree in finance from the University of Saint Thomas.

Kimberly Harris-Ferrante is a Vice President and Distinguished Analyst in Gartner's Global Financial Services Industry Research and Advisory. Ms. Harris-Ferrante is responsible for monitoring the business and technology trends within the global property and casualty and life insurance industries. Her areas of specialization includes the business strategies and technologies to support digital insurance, customer experience management, claims transformation, advanced analytics, and artificial intelligence.

Advisers who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

It’s the ideal time to reboot the conversation with employees about health savings accounts and the array of tax advantages they offer.

Patient care can be enhanced by glucose monitoring technology, but it should never replace personalized care.

Basabdutta (Moon) Chakraborty is an experienced technical lead and results-driven solution architect with a history of successful project implementations in multiple countries. She is also a technology blogger with Trade Press Services. Currently, she is working on customer care initiatives for Amway. For additional information, contact Chakraborty.basabdutta@gmail.com.

Erica Gellerman, CPA, is the co-founder of The Worth Project Consulting, a boutique content marketing firm that works with CPAs and financial advisors to differentiate themselves and build trust with the right messaging, copy, and content. After working as a CPA, she earned her MBA from Duke University and transitioned to a career in marketing with P&G.

Seven in 10 respondents in a new survey who work with an adviser have a retirement savings goal.