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

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

After going public, the clearing firm plans to to grow and nudge further into the traditional advisory space, says its president.

Christine Kuglin started her journey to pass the test by thinking, 'Today is a good day to become a CPA.'

Jacquelyn leads business operations at OfficeTogether, an office reservation and scheduling software that helps teams coordinate time in the office together while also enabling companies to effectively manage real estate needs against historical and predicted capacity. Prior to OfficeTogether, Jacquelyn led People Analytics & Strategy at Coinbase and was a member of Google's People Analytics team. She is currently pursuing her MBA at Berkeley's Haas School of Business and serves on the Stanford Cap & Gown and Computer History Museum NextGen Boards.

While the quant firm will miss becoming the first to flip mutual funds to ETFs, its nearly $26 billion conversion will by far be the biggest.

This group carried fees nearly three times the industry average.

Some familiar names top the list for these investors who kept about 35% of their brokerage assets in equities.

Reginald J. Twigg, Ph.D. is the director of digital enterprise at ABBYY, a digital intelligence company.