Industry

"I’m delighted to be returning to my California roots and joining Google," Porat said of her move back home to Silicon Valley.

Two complex directors moved up the ranks at the wirehouse.

CFPs cite real estate downturn, outside business failures as triggers for financial troubles.

The standard practice of beta testing in the software industry clashes hard against banking culture, says one PFM software development veteran, where executives fear that a wonky app could mean customer attrition.

The "freemium" model that transformed Rovio from a game developer into a $200 million entertainment company is what firms like FutureAdvisor are relying on to disrupt the traditional fee-driven model of wealth management.

Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate.

CEO Jon Stein remembers when nobody listened to his message that automated investing was going to catch on with investors. He's not hurting for money anymore -- and he wants to take your business.

“We were worried [advisors] would be at a competitive disadvantage," says Bernie Clark, Schwab Advisor Services' executive vice president.

The recruit generated $614,000 in production at his former job.

If regulators can't tell the cultural differences between wirehouses and independent RIAs, Bob Veres has put together a few survey questions they can use.