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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.

Maxwell Blumenfeld is co-founder and chief operating officer of SentiLink.

Marcia Griffin is founder and president of HomeFree-USA, a leading homeownership organization with 68 results-oriented culturally and ethnically diverse nonprofit partners nationwide. Through 2014, HomeFree has helped over 87,000 homeowners to cure their defaults. They have offices in Washington, DC, throughout Maryland, Atlanta, and South Florida.