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The expansion is intended to free advisors to spend more time on client-facing tasks, executives say.

Sandy Shecter, CPA, is the firmwide director of one of the four departments at Top 100 Firm Rehmann. She is also a member of the firm’s Board of Directors, and previously chaired its Women’s Initiative Network. She joined the firm in 1989, and began her career in public accounting in 1986.

A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.

Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.

Given that almost one-third of leveraged loans are just a downgrade away from triple-C, even a modest slowdown could create a snowball effect of sorts.

Sergio Ermotti is under pressure to lift a stock that has trailed peers for a year.

The departures include a team that managed $380 million.

Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.

Businesses, particularly small ones, are looking for help to limit liability when sponsoring defined contribution plans.

A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit.