The Latest

  • The CARES Act will play a critical role, according to Grant Thornton.

    October 9
  • Which changes will become permanent? Our latest RIA Leaders ranking points the way.

    October 9
  • Peter Nieves is the chief commercial officer with WINFertility.

    October 9
  • Holland is the CEO and co-founder of HealthJoy.

    October 9
  • Richard Barrington is a senior financial analyst at MoneyRates.com

    October 9
  • Jeff McKenzie is vice president of business process automation at Quadient. He has more than 20 years of experience helping SMBs improve their customer communications, with a focus on providing digital transformation services and technology that optimize and automate operations and enhance the customer experience. Reach him at j.mckenzie@quadient.com.

    October 9
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  • The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.

    October 9
    LPL recruited client assets
  • Lisa leads revenue generation and business development at Progyny. Lisa has spent over 25 years in the healthcare industry with the last 15 at WebMD where she was Group General Manager of the Medscape Professional Services and led sales, account management, product marketing and revenue delivery. Lisa has also held senior sales roles in the pharma and digital health space at HealthStream, Merck, and Procter & Gamble.

    October 9
  • Augusto Lins is president of Stone.

    October 8
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  • Maggie Marshall is the marketing manager for FindCreditUnions.com, which is a website focused on educating millennials and Gen Zers about credit unions and wealth inequality and helping them become financially independent.

    October 8
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