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Cormac Kinney is the founder and CEO of Diamond Standard, the producer of the world’s first regulator-approved diamond commodities. Diamond Standard is a technology developer, diamond market-maker and commodity producer headquartered in New York City.

Regional ties such as being fans of the Buffalo Bills and Sabres led to the deal, which is being backed by the family office of the teams’ owners.

The enterprise left Kestra for Triad Advisors as part of the largest recruiting addition to the independent wealth manager in years.

We asked what experienced planners wished they knew when they started out. Here's what they had to say.

Mercer, Creative Planning and others made acquisitions. LPL, Ameriprise and Sanctuary, among others, added teams to their ranks.

The wirehouse wealth head told SIFMA conference attendees to simplify clients’ lives, keep them on track and watch their backs; advisors say the pandemic and world events have brought a changed culture.

René Lacerte is the CEO and founder of Bill.com. Prior to launching Bill.com in 2006, he co-founded online payroll service provider PayCycle in 1999, which was acquired by Intuit in 2009. Lacerte also spent five years at Intuit, creating and managing the company's bill presentment team and growing its bill payment and credit card offerings into multi-million dollar businesses for the company. He also launched Intuit's first connected payroll product, growing the team from two employees to 300 in 18 months.

April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.

Michael Parrinello is a partner and practice leader of Bonadio Advisory at The Bonadio Group. As the leader of the firm’s Bonadio Advisory Practice, which offers strategic consulting services from analysis to execution, driving profitability, increasing efficiencies, mitigating risk and improving operations, he works closely with clients to evaluate opportunities and achieve their strategic goals by delivering value-added solutions.

The firm expects global wealth to rise to 30% of new capital raised in the years ahead, up from 5% last year.