The Latest

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.

Steven Black was a board member of BNY Mellon when Wells CEO Charlie Scharf led the trust bank. He will become Wells Fargo’s fifth chairman in five years.

A viral video accusing an LPL advisor of anti-Black hiring discrimination brought to the fore a problem Black finance professionals have long understood.

The exchange will direct its listed companies to pursue board diversity, including at least one member who is female and at least one who is an underrepresented minority or LGBTQ.