Podcasts

  • These firms employ nearly half of U.S. workers, and fewer than half of those firms don’t offer a retirement plan.

    April 10
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  • Springbuk’s Health Intelligence tool uses claims data to help clients paint a picture of workers’ health.

    April 10
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  • More than 4,500 workers have taken advantage of the retailer’s program — but the company is hoping to expand that number to 12,000.

    April 10
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  • Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.

    April 9
    Clients should consider taking advantage of various tax credits to reduce the burden of college tuition.
  • Advisers can work with clients to put in place convenience benefits as a way to help workers alleviate errand paralysis and simplify the incessant responsibilities of life.

    April 9
    Ann D. Clark
    ACI Specialty Benefits
  • The Employer Health Innovation Roundtable, a group representing more than 8 million workers, wants to transform employee care.

    April 9
  • The financial institution agreed to sell a retirement plan services unit to Principal Financial Group as the bank streamlines operations in the wake of scandals.

    April 9
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  • Hardy Manges is Head of Municipal Dealer Sales at MarketAxess, responsible for new business development and strategy, training, and relationship management with dealers in the institutional municipal market.� Mr. Manges joined MarketAxess in February 2016 from Cantor Fitzgerald & Co. where he was Co-Head of the Municipal Debt Capital Markets Group.� Prior to that he was Head of Municipal Sales and Trading at Mitsubishi Securities.� He has extensive experience in secondary municipal market liquidity and trading and has held a variety of senior positions in the municipal divisions of Alex. Brown & Sons, BankersTrust and Deutsche Bank.� Mr. Manges received an M.B.A. in Finance from Loyola University Maryland and a B.A. in Economics and Spanish from Denison University. �

    April 9
    Hardy Manges, SVP and taxable municipal trader on the institutional sales and trading desk at Ramirez & Co.
  • John Gallagher is Head of Municipal Bonds and U.S. High Grade Product Management at MarketAxess, responsible for managing Municipal Bond and U.S. High Grade product development.�Mr. Gallagher joined MarketAxess in 2002 following the acquisition of TradingEdge, Inc. which he had joined in 2000 with the responsibility for high yield and distressed debt sales. At MarketAxess, Mr. Gallagher was initially responsible for electronic trading product development for U.S. high-grade, high yield, U.S. Agency and emerging market debt markets. Mr. Gallagher also piloted the development and sales for MarketAxess’ first inter-dealer trading platform, DealerAxess�, as well as the launch of the firm’s credit derivatives trading platform in 2005. Mr. Gallagher began his career as a fixed income and mortgage-backed securities (MBS) trader and has an established track record in MBS sales and trading with senior roles at various broker-dealers such as Merrill Lynch and Nomura. Mr. Gallagher received a B.A. in Economics with a Minor in German Language from Fairfield University.

    April 9
    John Gallagher