The Latest

For regulatory purposes, anyone can call themselves an advisor or planner. Professionals in the industry want to change that to enhance the client experience.

Jude Erondu wants to help his oil-ravaged homeland, and other developing areas, through sustainable investing.

The tech companies have executives who were early backers of the Long-Term Stock Exchange.

‘Millions unaccounted for’ in an alleged 10-year fraud as court freezes assets of dually registered planner and his fund.

Meet the 10 early-career financial planners who won this inaugural award.

Advisors are under immense pressure to streamline their businesses, evolve and modernize their client services — identifying the right operations services provider has never been more important.

Digital currencies are gaining interest, but there are still many reasons to be cautious.

Patrick Murray is president and CEO of STP Investment Services, a technology-enabled services company that provides solutions to investment managers, funds, family offices, wealth managers and plan sponsors with clients representing more than $330 billion in assets serviced. As founder, it was Patrick’s vision of building a world-class, client-centric, software-driven solutions provider for investment managers’ front, middle, and back-office challenges that led to the creation of STP and then recruiting the balance of the global team.

D Sharma is the Co-Founder and CEO of Wellness Coach, a workplace wellness platform that provides on-demand access to a vast library of tools, including guided meditations, workout videos, and sleep music. Wellness Coach also offers live classes that allow users to connect with doctors and experts in real-time.

Anders Fohlin has been CFO of Medius since 2014. Before joining Medius, he was vice president of finance and accounting at Klarna Group and vice president of business control at Nasdaq OMX. Previously, he had several years of experience with Cision, Accenture and Acando.