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While stimulus talks have stalled, better-than-feared economic data and corporate earnings have instilled optimism that a recovery is taking shape.

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

The regulator charged a $1.4 billion hybrid firm over disclosure of its cash sweep arrangements with its clearing firm.

Kirstin Marr is the Chief Analytics Officer at Insurity, a leading provider of cloud-based core system solutions and data analytics for the world's largest insurers, brokers and MGAs. Previously, Marr was the president of Valen Analytics and one of the pioneers of the Insurance Careers Movement coalition, a grassroots initiative of more than 1,000 insurance organizations raising awareness of what insurance has to offer millennials. Before Valen, Marr ran B2B marketing for internet technology pioneer and market leader ServiceMagic.com (now HomeAdvisor). She has a passion for building companies that invent leading-edge technologies to improve customers' lives and solve the inefficiencies that exist in traditional marketplaces.

Focusing on “investment in leadership and access to markets,” the IBD aims to support reps and clients of diverse backgrounds, its head recruiter says.

Gerard Griffin is CEO and founder of AnyDay, the world’s first vertically integrated provider of end-to-end earned wage access and other financial wellness solutions. Thanks to the payments infrastructure of its parent QRails, the AnyDay platform enables payroll processors, human capital management companies, workforce management providers, and large corporations to deliver instant payment of earned wages to employees at low to no cost.

The father-son practice with two other advisors switched their affiliations after its founder had spent 18 years with New York Life.

Chaz Hinkle is the chief people officer and senior vice president at Welltok

The seven-year-old firm revealed daily average revenue trades of 4.31 million for the month, greater than any of its publicly traded rivals.

As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.