The Latest

Some say Vanguard may grab the top spot from BlackRock within two years, but there are signs that the transition might not be so close, if it happens at all.

The veteran advisor who was inspired by her mother takes another step for women in the industry.

Amanda Hug, FSA, MAAA, MBA is a Director in the Insurance Consulting & Technology practice at WTW, where she helps clients transform their businesses by leveraging the power of automation and predictive analytics.

Jay Alpert, Director at Lumesis

Bank of America fired James Iannazzo after a video of him shouting expletives and insults at a Connecticut Robeks circulated on social media in January.

David W. Schamens defrauded clients for $6.8 million in a Ponzi scheme despite being banned by the SEC decades earlier, according to investigators.

Michael Baldzicki is the executive vice president, growth and strategy, AscellaHealth

The Massachusetts regular wonders if consumers will face all of the negative impacts of rising rates without seeing any of the positives.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

Jess Murray is the North America Banking and Capital Markets lead for Accenture Interactive, Accenture’s end-to-end experience and marketing agency.