The Latest

Michele Norton, MS, RN is senior vice president of healthcare strategic marketing at SCIO Health Analytics an EXL Company. She has more than 20 years of experience in healthcare, including at health systems, providers, ACOs and payer organizations.

Jamie Grupe will be teaming with veteran Ameriprise advisor Steve Kinney.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

Morgan Stanley was dragged into the family spat as father and children fought a tug-of-war over two accounts held at the firm.

John Czapla, CFA, is senior managing director and heads Valuation Research Corporation’s portfolio valuation group. Czapla has 23+ years of experience performing business valuations, valuations of complex securities, valuations of intellectual property, and solvency and fairness opinions. He can be reached at (609) 243-7016 or JCzapla@ValuationResearch.com.

Paul Balynsky. CFA, CPA/ABV, is managing director of Valuation Research Corporation’s portfolio valuation group and specializes in valuations of portfolios of privately held securities, primarily for financial reporting purposes. He has performed valuations of securities along the entire capital structure including senior debt, subordinated debt and complex, multi-class equity structures. He can be reached at (609) 243-7027 or PBalynsky@ValuationResearch.com.

Bill Dobbins is the head of business development for Visa Inc., located in Delaware.

Marc Sczesnak serves as director of product management for ACI Worldwide in Naples, Fla.

The $3 billion-plus RIA seeking scale via acquisitions.

Should advisor retention go as planned, Blucora's agreement to purchase the firm would boost its IBD headcount to 4,500 reps.