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Matt Montes is U.S. general manager at Paysend.

Todd Resnick is co-Founder and president at One Seven.

Nate Angelo will be responsible for 137 advisors who manage roughly $20 billion in assets.

The firm’s investment management division is bringing 55ip under its roof just two months since launching a partnership with the fintech firm.

Jacob Dayan is CEO of Community Tax, a tax company dedicated to helping customers nationwide with tax resolution, tax preparation, bookkeeping and accounting services. He began his career as a financial analyst at Bear Stearns’ Financial Analytics and Structured Transactions group and co-founded Community Tax LLC in 2010.

The scale of the withdrawal indicates that the ETF is both being used by large institutions and a favorite with retail investors, an expert says.

Daniel A. Hanley is a policy analyst at the Open Markets Institute. You can follow him on Twitter @danielahanley.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

Garphil Julien is a research associate at the Open Markets Institute. You can follow him on Twitter @GarphilJ.

The firm has sought to broaden the range of clients it targets with its wealth-advisory services.