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Michele Dillon, a 30-year veteran of wealth management, started in April

JPMorgan, BlackRock and Morgan Stanley say the bond-market gains that have sent yields into a sudden tailspin are nothing to worry about.

Ron Ross is the president and COO of payroll and payments platform Everee.

As demand for cryptocurrency services from institutional investors surges, the asset manager will add about 100 workers to help the business develop new products and expand into additional cryptocurrencies.

Scott Kropf is a principal in the Wealth practice at Buck, an integrated HR and benefits consulting, technology, and administration services firm.

Ramon Looby is the founder of Axxale Communications Group and a former senior director of public policy at the Consumer Data Industry Association. He is also the former president and CEO of the Maryland Bankers Association, and a former senior vice president of Public Policy at Bank of America.

In J.D. Power’s annual survey, independent and employee reps gave wealth managers a higher satisfaction index than last year.

Two-thirds of advisors agree that technology is key to serving more clients and driving growth, and will significantly change advisory practices in the future.

According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?

An array of personal experiences has helped them solve problems for physicians from the Middle East, colonels in the U.S. Army and professional athletes from Compton, the authors write.