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Investing in virtual tools is a must but planners must also seize this moment to expand practices and deepen existing relationships, writes Broadridge Financial's Michael Alexander.

Michael Alexander is the president of Broadridge's wealth management and global managed service business.

Tim Ferguson is the founder and chairman of Next Street, a mission-driven advisory firm revolutionizing how public and private institutions provide capital, customers, and services to small businesses and entrepreneurs.

The $527 billion manager released two actively-managed products, one focused on U.S. equities and the other on international stocks.

Scott Paddock is the CEO of Healthcare Bluebook, which delivers health care quality and cost transparency services to employers, third party administrators and insurance carriers nationwide.

Firms have only six weeks to find a replacement technology platform.

In a surprise announcement, Private Advisor Group tapped Moore as CEO nearly two years after he left Cetera for undisclosed medical reasons.

Nick Starai is chief strategy officer at NMI.

It’s another big get for a bank that has been busily luring away top talent from the wirehouses.