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Sarah Reimer is the Medical Director of Population Health Research at Aurora Health Care.

The freshly recapitalized firm is offering succession services without any custodial or affiliation requirements.

Lars Sandtorv is CEO of WeaWallet.

Christopher Richards is the chief banking services officer at Cape Cod Five Cents Savings Bank in Harwich Port, Mass. He was recently appointed as a community bank representative to The Clearing House’s Real-Time Payments Business Committee.

The certifying body says it will no longer rely on advisors’ reports and it is convening a new task force to modernize enforcement.

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

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.