The Latest

Chief Revenue Officer, HSA Bank

Sue Steel is the executive vice president of people and culture at Nearmap, a data and technology company.

The private equity-backed IBD and its breakaway channel added teams managing $380 million in client assets.

Toby Bargar is a senior communications tax strategist at Avalara. As part of Avalara’s Communications Business Unit, he has spent years assisting clients with complex transaction tax issues, particularly in the field of communications tax and regulatory cost surcharges.

Harrison Thorne is a member of Vedder Price’s Labor & Employment group, based in the firm’s Los Angeles and San Francisco offices. Thorne represents businesses in a wide variety of employment and complex commercial disputes.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

Lightning Round

The No. 1 IBD’s Focus conference drew 4,000 advisors, but it faces friction ahead in its ongoing expansion.