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A dozen years after CEO Shirl Penney launched the RIA platform and TAMP, it seeks capital to supercharge its rapid growth.

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.

Justin Fitzpatrick is co-founder and chief innovation officer of Income Lab. Before Income Lab, he spent 10 years in financial services sales, distribution and management. Earlier, he spent seven years in academia. He has taught at the Massachusetts Institute of Technology; Harvard University; Queen Mary, University of London; and the University of California, Los Angeles. He is a Chartered Financial Analyst Charterholder and a Certified Financial Planner professional.

CEO Robert Cook discussed the regulator’s priorities for 2022 as clients and the industry await action in three key areas.

The bank’s wealth management business celebrated record revenue, client flows and client balances in it’s latest earnings statements.

The firm's head also discussed the future of his company and the industry.

The company divided its largest division into two and added tens of billions of previously unreported dollars to the key business metric.

As inflation ticked up, the commodities featured in the morning meal have risen over the past year.

After pandemic disruptions, the percentage of candidates passing the difficult exam is back to normal levels, the CFA Institute said.

Brian Fritzsche is assistant vice president and regulatory counsel at the Consumer Bankers Association.