Commercial banking

David Peters is the Director of Underwriting Strategy at Bestow, where he leads innovation in risk assessment for life insurance. Previously, he worked at a major life insurance carrier, focusing on analytics and automation. He holds multiple designations, including FALU, FLMI, AIRC, and ARA. David has a Master's degree in Behavioral and Economic Science from the University of Warwick and a Bachelor's degree in Economics from the University of Nottingham. He currently resides in Virginia with his three sons.

Karl Roessner is CEO of Vestmark, a wealth management software and service provider.

Prior to joining Vestmark, he served as CEO of Lefteris Acquisition Corporation, a special purpose acquisition company focused on the fintech arena. Previously, he served as the CEO and a member of the Board of Directors of E*Trade.

Here's why insurance-funded redemptions do not necessarily increase enterprise value and how a Supreme Court decision didn't reflect economic reality.

Thomson Reuters debuted two agentic AI offerings that are aimed at improving tax and advisory workflows: Ready to Advise and Ready to Review.

The IRS is giving payment and filing relief to taxpayers in the Lone Star State who were affected.

As the Global People Leader at Rocket Lawyer, Megan leads the talent philosophy and strategy for a company that provides online legal services and documents to millions of users around the world. With over 16 years of experience in the HR field, Megan has a passion for building high-performance cultures that support the company's mission to make access to justice affordable and simple. Megan's core competencies include talent strategy, rewards and recognition, HR operations, talent development, and leadership development.

The ink is hardly dry on the $3.4 trillion tax and spending package and House Republicans are already at work on a follow-up budget bill coming this autumn.

The Internal Revenue Service's plan under the Biden administration to audit high-income taxpayers appears less likely after staffing and budget cuts.

Gulzar Singh is a U.K.-based global banking and digital transformation leader with 30+ years of experience in leadership roles at international banks across the U.K. and India. He holds a Ph.D., an MBA and has completed executive education at MIT.