Podcasts

Steve Powell is a veteran executive in specialty and complex claims. His leadership spans global operations, forensic engineering, fire investigation, environmental and construction consulting, managed repair, catastrophe response, and property and casualty claims. He is a claims executive, and author of The Lighthouse Keeper, and is known for transforming claims operations into strategic assets, he advises insurers, TPAs, and global risk stakeholders on severity management, global claims strategy, and the future of the built environment.

Tara Popernik, CFA, CFP, is EVP and head of wealth planning at LPL Financial. Most recently, she served as senior vice president of the wealth strategies team at Bernstein Private Wealth, where she spent 21 years in various leadership roles.

Lively's HSA Spend Report shows consumers are increasingly using accounts for online wellness, mental health, and weight-loss products.

A retirement expert offers step-by-step guidance to ensure compliance with the new rule.

Jay joined Sentinel Group as part of the ERISA Consulting team. Jay brings more than 20 years of legal experience and seven years direct retirement industry experience to Sentinel after providing legal, regulatory and compliance services to clients over the course of his career. He spent 10 years as in-house counsel to the Commonwealth of Massachusetts under the Transportation Secretariat.

Peter Epstein is a managing director of relationship management at Allocate, responsible for partnering with wealth advisory firms as they look to grow and expand their alternatives allocations. Prior to Allocate, he spent 11 years at J.P. Morgan Asset & Wealth Management, including seven years within its Global Alternatives group.