The Latest

The Depository Trust & Clearing Corporation is offering a blueprint for speeding up the settlement process.

Jesse Lineberry is an account executive at New Planner Recruiting, a recruiting firm that specializes in sourcing, screening and integrating financial planners in financial planning firms nationwide.

Jayson Waller is founder and CEO of Powerhome Solar, a provider of solar panel installation and energy efficiency services operating in 11 states across the U.S. He can be reached at jwaller@powerhome.com.

Senators will likely push Gary Gensler, tapped to lead the SEC, for his views on the recent market mania that roiled shares of GameStop and other stocks last month.

Blank-check companies are gaining prominence with celebrity sponsors, but costs can be opaque.

Rick McDonell is executive director of ACAMS.

Pete Dorsey is the latest member of TD Ameritrade’s leadership team to part ways with the company after it was acquired by Charles Schwab.

The wirehouse picked up a 43-year veteran from its rival.

Citing strong client demand, the nation's largest custody bank is building infrastructure and a team that can help clients store and manage bitcoin and many other types of virtual currency and tokenized assets.

Winging it during the pandemic, advisors came up with new ways to connect with clients and prospects. The best hacks are here to stay.