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Solution Consultant, LeaseAccelerator

Sr. Director, Technical Accounting Consulting, RSM US LLP

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

Douglas Lynam is a partner at LongView Asset Management in Santa Fe, New Mexico and the author of "From Monk to Money Manager: A Former Monk's Financial Guide to Becoming a Little Bit Wealthy — and Why That's Okay"

Bill Thompson serves as financial applications analyst for Centage Corporation. He is an expert in corporate finance and accounting, with extensive experience in financial controls, corporate and partnership taxation, audits (cash/AR/AP/fixed assets), reporting, financial systems, cost containment, budget management and tax strategy consulting. At Centage, he spearheads solutions deployment, client onboarding and product functionality training for Centage’s Planning Maestro, the cloud-native planning and analytics platform that delivers year-round financial intelligence.

Since selling a majority of his firm to HighTower, John Egan's AUM has soared 50% and he’s lost 15 pounds. Will other advisors reap benefits from similar deals?

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Protesters and nonprofits are ramping up criticism of the largest fund managers for what they say is insufficient action around the global environmental crisis.

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.

Ill-prepared investors are advised to vigorously plan their expenses and aggressively save in their 401(k)s and IRAs.