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Shelly Harvill is a senior consultant for Agio, which offers integrated managed IT and cybersecurity services to the financial services, healthcare and payments industries.

The move will merge capital-markets teams across wealth management and the investment bank in the U.S.

The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.

"High-achieving" advisors on social media can increase assets by 10%.

Stephanie Shields is senior vice president of broker sales at Aflac.

Previous Republican and Democratic presidents have declined to assert authority over independent agencies, partly because the legal issue isn’t simple.

The company hopes to recruit new advisors by taking a version of its home office tour on the road.

One theory for underperformance has been the long steady gains in markets since the financial crisis.

Ted Shadler is a vice president and principal analyst at Forrester Research.

The slowing is part of an overall industry slowdown that experts don’t think will last.