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They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

Expect AI to be a growth factor, an expert predicts at Morningstar.

The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.

Fixing the results of job-related stress could mean working less or doing more work you enjoy.

Ryan Olmstead is director of member services for Catalyst for Payment Reform.

Justin Bakst has over 15 years of experience leveraging data analytics and advanced models into actionable insights for financial institutions. He is the executive director of the Darling Consulting Group and the former managing director of Talisai. He has a B.S. in finance from Bentley University and an MBA from Babson College, and served on the executive board of the Boston Product Managers Association. Bakst is a speaker and published author featured in publications including American Banker, The RMA Journal, Financial Times, Chief Information Officer Magazine and The Banking Exchange.

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

Ron Neumann is president and CEO of OCCU.

Greg Arnette is technology evangelist and Sonian chief technology officer at Barracuda Networks.

Adriene Raynott is a Sr. Business Analyst at Cogneesol. She loves to write and research on different business subjects like outsourcing, business technology, retail management, legal, and data entry services to share valuable information that leads to business growth.