The Latest

  • “I respect every competitor, I don’t fear any competitor,” CEO Brian Moynihan said.

    March 16
    “What makes us unique is we serve all segments of clients,” said Bank of America CEO Brian Moynihan.
  • Mark Medema, Managing Director at the National Alliance for Public Charter Schools

    March 16
  • Ken Bays is vice president of product management for Inmar Intelligence.

    March 15
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  • From digital-tool adoption to changing client conversations, industry insiders discuss the pandemic’s impact on wealth management.

    March 15
    How the coronavirus has forever changed how advisors work with technology
  • M&A

    Two experienced private equity investors in wealth management struck a deal for a minority stake in one of the industry’s biggest names.

    March 15
    Edelman Financial Engines' RIA has $229 billion in AUM across 1.5 million accounts
  • Carla McCall, CPA, CGMA, is managing partner of AAFCPAs, a 240-person CPA and consulting firm based in New England. She was named one of 2020’s "Most Powerful Women in the Accounting Profession" by the American Institute of CPAs, and was also honored as part of Accounting Today’s Managing Partner Elite List.

    March 15
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  • “The rollout of this plan has acted as a tipping point,” says Nick Pennino, an Edward Jones advisor.

    March 15
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  • In the future, advisors will be able to support their clients by offering more personalized guidance as well as insights on what "people like you" are doing, writes Bill Parsons.

    March 15
    Bill Parsons
    Envestnet | Yodlee
  • Patrick Morrell is the cofounder and chief revenue officer at Anduin, an AI-based billing platform. A veteran sales and marketing leader and technology company founder, he began his career in sales at CEB (now Gartner). He then joined Three Ships, where he led content development and later business development, and then joined Skookum (now Method) where he led inside sales and strategic partnerships as the company scaled (later acquired by GlobalLogic). Sealed Air Corporation then recruited him to build and manage the enterprise's first inside sales team and manage a nine-figure portfolio of commodity products. Morrell then founded and eventually sold a direct-to-consumer ecommerce business, and then cofounded Digitize.AI, a fintech company focused on the health care industry, where he ran sales and marketing. After exiting Digitize.AI (acquired by Waystar), he cofounded Anduin. An avid runner, reader, and basketball fan, he lives in North Carolina with his wife Clay and two children.

    March 15
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