The Latest

Greg Barber, CPA, is the former managing partner of a Top 20 and a Top 40 accounting firm and is now an advisor to accounting firms. Reach him through his website, www.gbarberc.com.

Advisors who partner with a CPA now will find themselves with a significant advantage in years ahead, writes Paul Saganey.

Paul Saganey, CFP, is the Founder and President of Integrated Partners, the fastest-growing financial advisor firm this year, according to SmartAsset. After holding a wide variety of financial services positions throughout his career, Mr. Saganey now personally coaches and trains advisors so they can successfully work with high-net-worth clients as he provides vision and direction for Integrated Partners’ future.

Melinda Hightower started in May as the head of the multicultural client segment in the firm’s client strategy office.

Elizabeth LaBerge is senior director of advocacy and counsel for the Credit Union National Association.

Fewer Americans are working with advisors, especially those already managing money online, new research shows.

Market watchers are tracking people’s movements through airports, subways and restaurants for clues to the US economic recovery.

Jim Slubowski is the Chief Strategy Officer of HealthBridge.

Lidia Hovhan is the marketing director of the Teethblog.