The Latest

Fake name, phony credentials, Ponzi-like payments but real victims — this is what authorities are saying about this business.

Snezana Zlatar is the senior managing director and head of financial wellness advice and innovation at TIAA.

Satish Pai is an orthodontist with Putnam Orthodontics in Carmel.

While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.

As part of a two-step deal involving Australian investment bank Macquarie Group, LPL will pick up 900 advisors and $63 billion in assets.

Tim Rogers is senior vice president and global general manager of omnichannel and CRM at Criteo.

Orion, Riskalyze and AdvisorPeak hope to offer a replacement to TradeWarrior, which will close on Dec. 31.

As it does with savings, the app's algorithm calculates how much users can siphon off their earnings into retirement without missing the funds.

More clients are also looking for financial advice within the custodian’s retail channel, which offers a robo advisor and full-service wealth management arm.

Robert Shapiro is a marketing professional with deep roots in the CPA community. During his tenure as marketing director for a major New York City-based CPA firm, it grew from $14 million to $50 million in collections and from 17 partners to 54 partners. He was the founder of his own marketing consulting firm and provided outsourced marketing services to CPA firms up and down the Eastern Seaboard. He is classically trained in corporate identity and branding.