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Neil Taurins is the general manager of nonprofit solutions at Community Brands and MIP Fund Accounting. He has been with the company for more than 12 years and is passionate about working with nonprofits to provide them with solutions to improve efficiency and better help them accomplish their mission.

The acquisition will solve a father-son enterprise’s succession and help it continue to grow, Carroll Financial CEO Kristopher Carroll said.

The company is looking to increase its workforce in response to the interest in cryptocurrencies.

Digital technologies are transforming the delivery of financial services and reshaping consumer expectations. At the heart of change is the speed of money movement, which now represents the future — success for those who deliver, challenges for those who don't.

James Martin is a vice president at Wells Fargo.

Babita Tomar is a senior vice president at Wells Fargo.

Mike Soistman is senior vice president at Wells Fargo.

Former consultant Sloane Ortel got the idea for the SRI startup from being a member of a food co-op in Brooklyn, New York.

The new platform aims to be a place for advisors to access a digital marketplace of insurance and structured products.

Debating the pros and cons of the CFA vs an MBA.