Podcasts

Twenty standout advisers ages 35 and younger are taking charge of the future of employee benefits, determined to reduce costs and improve client outcomes.

The insurance company will begin offering its employees six weeks of time off to bond with a new child.

In order to identify best in class wellbeing programs, advisers are utilizing digital analytics.

Hoyt Stastney is chief compliance officer of Bronfman E.L. Rothschild.

Dave Weinstein is a cybersecurity policy fellow at the New America Foundation and a former chief technology officer for the State of New Jersey.

Mike LaMena became CEO of a Wealthspire predecessor firm in 2018 and helped orchestrate the combination with Sontag Advisory to become part of NFP in 2019. Including the recent integration of Lenox Wealth Advisors, he has helped expand Wealthspire into a national firm with 20 offices in 11 states and more than $20 billion in assets across its entities. 

Neal Simon is chief executive officer of Bronfman E.L. Rothschild.

James Stavridis is a Bloomberg columnist. He is a retired U.S. Navy admiral and former military commander of NATO, and dean of the Fletcher School of Law and Diplomacy at Tufts University. His most recent book is "Sea Power: The History and Geopolitics of the World's Oceans."

Mike D’Avolio, CPA, is senior tax analyst with the Intuit ProConnect. D’Avolio has been a small-business tax expert for more than 20 years and serves as the primary liaison with the Internal Revenue Service for tax law interpretation matters, manages all technical tax information, and supports tax development and other groups by providing them with current tax law developments, analysis of tax legislation and in-depth product testing.