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Fidelma McGuirk is founder and CEO of Payslip.

Jennifer Booth is the vice president of accounting at LeaseQuery, a purpose-built, CPA-approved lease accounting software solution for the most comprehensive regulatory reform in 40 years.

More fund managers are entering the exchange-traded sector. Investors are following.

The brokers are offering their practice management lessons and resources as scale becomes increasingly crucial to wealth managers.

The trading app could go public late in the second quarter.

Employees indicated they want more personal time and women in particular have sought greater flexibility to work remotely, its co-head of wealth management says.

Peter Krull is CEO of Earth Equity Advisors.

“We need to study just what impact it’s had,” the Treasury secretary said during a House Financial Services Committee hearing Tuesday.

It's typical for wealthier customers to have the wrong level of coverage.

After obtaining documents through FOIA requests, FP’s Jessica Mathews explains the larger industry implications of one firm’s internal investigation.