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Kei Morita is a principal in the Los Angeles office of HCVT. He has extensive experience providing audit and assurance services to closely held private companies, particular clients in the technology industry including SaaS, fintech and software companies.

Wealth management firms are racing to create distinct images for themselves, with surprising results.

Technology moves at a breakneck pace that threatens to leave flat-footed organizations in the dust. But industry leaders are leveraging the bleeding edge to get ahead of the pack and never look back. 

Founder and CEO of Confer, Yatin Karnik, is a former senior vice president at Wells Fargo.

Kestra grabs an RIA, LPL takes on advisors from Stifel and Morgan Stanley, record M&A transactions, and more.

Jerome Powell's hinted-at half percentage point interest rate increase could boost market volatility and send investors into the hands of professional planner.

Jamie Greenleaf is a Fiduciary Consultant and Principal of Greenleaf Advisors, as well as Co-Founder of Fiduciary In A Box

The new moniker Trutoro reflects a Latin word commonly used by advisory brands and an animal that’s synonymous with investment returns.

The Pennsylvania firm saw its revenue climb 28% from one year ago to $581.4 million for the quarter.

Clare Kumar is a Highly Sensitive Executive Coach and the creator of the Happy Space Podcast.