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Kyle Blackman is director of performance strategy for Exponential.

Three of seven new hires came from wirehouses.

James Brown is CEO of Smart Communications.

The partnership aims to provide exposure to areas such as middle-market private equity, real estate and infrastructure.

The firm has experienced net outflows in each fiscal year since 2014.

Marc Joffe is a policy analyst at the Cato Institute and outgoing chairperson of the XBRL US Standard Government Reporting working group.

The earlier they begin planning, the easier it'll be to avoid a big tax hit.

Revel Force is Vice President, NetClaim, which offers customizable insurance claims reporting and distribution management software.

Michael Monyok is a partner at Meyer, Unkovic & Scott where he focuses his practice on intellectual property matters and represents startups to large public companies in all aspects of intellectual property procurement, management, licensing and litigation. Thanks to his technological background, Michael is a valuable asset to his clients in cybersecurity matters.

The fintech company, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter.