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Almost a year after taking over at the firm's investment bank, co-heads Piero Novelli and Rob Karofsky are working on their first shake-up of the business.

The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call.

Justin Fier is director for cyber intelligence and analysis at Darktrace.

The RIA holding company reports a 30% rise in revenues and 30 M&A deals.

David M. Toll is the publisher and editor of the weekly newsletter Private Equity Career News.

The firm's most recent lawsuit over alleged non-solicitation violations centered on an advisor's thank-you cards to clients.

A barred and terminated former Securities America advisor’s conduct was “appalling, reprehensible and evil,” according to a federal judge.

Michelle Krause is a senior managing director of Accenture and leader of the firm’s North America Insurance Client Service Group. She is responsible for helping insurers develop, manage and deploy large scale technology systems, business processes and strategies. In her career with Accenture, which spans almost 20 years, Krause has worked with many of the top insurance carriers in the industry, assisting them in their efforts to become high-performance businesses. Her expertise lies in insurance processes, product and policy management, claims management and underwriting, focused primarily on the areas of financial services insurance, and property and casualty insurance. As Client Service Group leader, Krause and her teams develop strategies to help insurers address capacity and infrastructure constraints, streamline and standardize processes, and develop custom-built policy administration platforms.