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To oversee operations in the middle of the country, Merrill Lynch turned to a veteran of the firm.

Robin Powell is a benefits consultant at Strategic Benefits Advisors.

Marc Howard is the founder of Firmlever, a platform designed to empower accountants with insights and tools to optimize firm valuations. By focusing on metrics that matter—like revenue per full-time employee, profitability and operational efficiency—he helps firms position themselves for growth, attract investors, or prepare for acquisition.

The 20 funds in this ranking shed more than $793 billion over the period.

Cheryl Brown Merriwether brings over two decades of experience in corporate human resource management, addiction recovery awareness and adult education to ICARE. As executive director, she oversees and directs the administration, operations and student support services for ICARE’s three divisions. Cheryl is also the 2021/2022 President of GOSHRM. Connect with Cheryl via LinkedIn.

Several proposals have so far failed to pass the SEC's muster.

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.