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Girish Ramachandra is one of the leaders within Wipfli's technology consulting division, focused on helping companies transform their business through technology innovation.

The advisor trio joined the firm after its best recruiting year ever.

Cautious clients and muted markets are making CEO Sergio Ermotti’s job more difficult.

After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.

Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.

Margaret Keane is president and CEO of Synchrony.

Dr. Janell Straach has a diverse background that includes academic and industry experience. She holds a Bachelor of Science degree from Angelo State University, a Master of Computer Science degree from Texas A&M University, an MBA from The University of Dallas and a PhD from The University of Texas at Dallas. Prior to her current assignment with the UT Dallas Department of Computer Science, she worked for IBM and a Texas-based utility organization.

Michael Cramp is an experienced security researcher with a demonstrated history of working in the computer and network security industry. He is skilled in a variety of programming languages including C, Android, IDA Pro, Reverse Engineering, and Linux/Android kernel exploit development. He holds a Bachelor's degree focused in computer science from University of California, Santa Barbara.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

There are a lot of options — and potential missteps.