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Stephanie Donahole is a business analyst at Tatvasoft Australia, a web development company in Australia. Her aim is to sharpen her analytical skills, deepening her data understanding and broaden her business knowledge in these years of her career. She loves to write about technology innovation and emergence. Follow Her on Twitter at @SDonahole.

Clint Salisbury is regional sales manager for Utah-based International Document Services Inc.

Blaine Townsend, CIMC, CIMA, serves as a senior vice president and the director of Bailard Wealth Management’s Sustainable, Responsible and Impact Investing group. He is on both Bailard’s fundamental and SRII investment committees, conducts social research, oversees corporate engagement efforts and maintains client relationships. He began researching and writing about corporate social responsibility in the late 1980s and started his career in socially responsible investing in 1991 at the Muir Investment Trust.

Matt Branton is CEO of blockchain and crypto technology company Neutral.

Some advisors think they’re stuck with legacy systems. They’re not, says the firms’ managing partner.

The $230 million team — comprised of two former NHL players — moved over from the firm’s employee brokerage unit.

Nearly all posted losses over the last year.

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

The definition of "rich" can depend on where your clients live.

Josephine Berisha is senior vice president of global compensation and benefits at XPO Logistics.