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Successful firms reveal how they appeal to wealthy prospects — and elite advisors.

There are red flags that may be pointing to elder fraud in a client account.

Rachel Lyubovitzky is CEO and co-founder of EverythingBenefits, the leading provider of next-generation automated benefits technology that uncovers hidden costs, eliminates errors and helps keep companies compliant.

Milica Kostic is a tech blogger and contributor at SmallBizGenius, Techjury and Hosting Tribunal. With a degree in sociology, she is very passionate in writing about many social phenomena affecting our society today. She is specifically interested in marketing, technology, customer and employee experience.

This is how the firm tried to make sure no one knew.

As a solution architect at Atos North America, Jonas Bull leads pre-sales efforts, solution design and customer engagement, and manages cloud and hybrid engineering projects involving high performance computing, artificial intelligence and analytics. Bull helps industries across market verticals recognize value from technology investments, as well as identifies and prioritizes their goals for growth, design and implementation.

Bull has more than 20 years of business, leadership and technology experience, including Forrest Health Systems of Mississippi, CSpire Telecom and the US Navy. Bull is a mentor for students at University of Texas at Dallas, a volunteer mentor with Score.org, and is an active member of Tech Titans of North Dallas. He holds a bachelor's degree in Anthropology from the University of Southern Mississippi, and is pursuing an MBA with the Smartly Institute of Washington, D.C.

Under the Labor Department’s final regulation, firms in different industries will be allowed to establish a joint retirement plan provided they operate in the same state or metropolitan area.

The revamped fund from BP Capital will now track an index of companies that derive “significant revenue” from sustainable energy.

The firm has been picking off talent from rivals, primarily wirehouses.

Clients often underutilize deductions for work-related technology purchases and travel expenses.