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Kate Healy is managing director of Generation Next at TD Ameritrade Institutional, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. Follow her on Twitter at @KateHealy_TDA.
December 20 -
The IRS increased the annual contribution limit for flexible spending accounts late in the year — but is it worth the hassle to make changes to your plan?
December 20
CBIZ -
Still debating how to show appreciation for your workers during the holidays? Time off is just one idea.
December 20
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Dheeraj Remella is the chief technologist at VoltDB responsible for technical OEM partnerships and enabling customers to take their next step in data driven decision making. He brings 22 years of experience in creating Enterprise solutions in a variety of industries. Dheeraj is a strong believer in cross pollination of ideas and innovation between industries and technologies. Dheeraj holds a bachelors degree in computer engineering from Madras University.
December 20 -
In his role as chief strategy officer, Chris Huff develops and drives the company’s strategic initiatives to become the premier provider of cognitive automation, ensuring better alignment and execution across all functional areas. A thought-leader and recognized expert in the field, Chris was most recently with Deloitte Consulting’s U.S. Public Sector Robotics and Cognitive Automation practice which he led during RPA’s emergence. He previously spent two decades in senior financial management roles at several federal government agencies. Chris earned a Bachelor of Science degree at Columbia College and holds a Master’s in business administration from Webster University.
December 20 -
Commentary about health savings accounts and financial investing were among the most popular items this year written by industry thought leaders.
December 20 -
A global counseling company contracts with wayForward to provide stress management tools to clients.
December 20 -
Chris Bays is strategic product manager for PerfectServe to develop the company’s healthcare IT solutions in response to rapidly growing market needs in secure messaging and clinical communication.
December 19 -
Donna Peeples is president and global head of insurance for Pypestream. She has also worked at AIG as chief customer experience officer.
December 19 -



