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Advisory firms are generating "phenomenal" internal rates of return for PE buyers.

A barred broker told clients the lifestyle media company was about to be acquired, so “they needed to act quickly,” according to the regulator.

Doug Wilber is the CEO of Gremlin Social, an integrated solution that combines social media marketing and compliance tools for financial institutions.

Bill Martin is a lawyer in the New York office of O'Melveny & Myers. He was assisted by Reuben Goetzl, an associate in the firm's Washington office.

Steve Robert is co-founder and CEO of Autobooks.

The suggestion comes amid opposition from brokerage firms to an expanded fiduciary obligation.

Joel Diamond, MD, is an adjunct associate professor of biomedical informatics at the University of Pittsburgh. He is a diplomat of the American Board of Family Practice and a fellow in the American Academy of Family Physicians. He serves as chief medical officer for 2bPrecise and cares for patients at Handelsman Family Practice in Pittsburgh.

For clients’ portfolios that need international diversity, these funds focus on the region.

With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.

Help them understand distinctive features, especially pricing and leverage.