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The strategy mimics one the executive used to boost profit at his previous employer, cross-town rival Credit Suisse.

Krishna Prasad is senior architect for X by 2, a technology consultancy focused on the practice of architecture in the insurance and healthcare industries. Prasad has over 25 years of delivering hands-on experience in areas such as IT strategy and roadmap development, execution planning, and agile delivery leadership for initiatives involving insurance IT modernization. Prasad holds a Bachelor of Science, computer science and eengineering from the Indian Institute of Science, India. He also received a Master of Science, computer science from the University of Cincinnati.

Advisors say they have concerns about an upcoming recession, according to a new survey.

While technology has expanded the toolkit for advisors, some still struggle to differentiate their offerings.

The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.

Krish Krishnakanthan is a senior partner at McKinsey.

Advisors will be able to offer “different types of lending,” CEO Walt Bettinger tells planners at the company’s Impact conference.

The agency floats proposal to expand regulations to accommodate new online channels, allow for third-party ratings and testimonials.

The advisors opened Stifel's 17th new branch office this year.

New KMS Financial Services CEO Erinn Ford’s team has attracted 28 advisors in 2019.