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Jamie B. Fowler is national managing partner of tax services at Grant Thornton LLP.

Oussama El-Hilali serves as the CTO of Arcserve and is responsible for setting the global product strategy, and managing the development and product management teams. He has nearly 25 years of IT and R&D experience driving and achieving product strategy and roadmaps, acquisition of new technology, and developing strategic business partnerships in both Fortune 100 and emerging companies. Keep up with him and Arcserve by following the company’s Twitter page.

An ex-client accused the firm of misconduct, including disbursing funds to her former spouse from a restricted account without her knowledge or authorization.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

Ian Lampl is the CEO and co-founder of LoanStreet.

The 18-month-old Sanctuary Wealth caters to breakaways but is also open to independent advisors as well, CEO Jim Dickson says.

Investors plowed into bullion-backed funds after the U.S. and China reached a truce in their trade war.

A successful recruiting strategy isn't enough to keep a financial planner put.

The combined AUM of the top 10 companies has soared by 60% to more than $770 billion over the past five years.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.