In an article for InvestmentNews, Mark Schoeff Jr. covers the latest developments in the SEC and FINRA’s implementation of Regulation Best Interest (Reg BI). Reg BI was passed in 2019 and implemented ...

Now that financial firms know that the deadline for implementing the Securities and Exchange Commission’s higher investment-advice standard for brokers remains June 30, they have to figure out what ...

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Skills: Power BI, Tableau, SQL, WMS, TMS, ERP, Data Analysis, Data Visualisation, Dashboard Development, Reporting, KPI Tracking, Data Cleansing, Data Validation, Data Quality Management, Root Cause ...

Forbes contributors publish independent expert analyses and insights. David Henkin helps organizations and individuals innovate and grow. Artificial intelligence is rapidly reshaping business ...

Support BI tool rollouts with training and post-implementation guidance. Conduct ad-hoc analysis to support strategic decisions. Collaborate across teams to enable data-driven decision-making. Stay ...