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The team joined AdvicePeriod, which has more than two dozen advisors and $2.2 billion in AUM.

Andrés Abumohor is the Co-Founder and COO ofOmniBnk, a neobank that provides financial services to SMEs in Latin America.

State regulators and state legislature are stepping in to propose initiatives to protect consumers against salespeople wrapped in fiduciary clothing.

A recent ruling by the U.S. Labor Department could open the door for automatic 401(k) transfers between employers, which means fewer workers will be tempted to cash out.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

Brandon Long is director and solution executive, radiology and enterprise imaging for Cerner.

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

Todd Stanard, CFP, is president of Aspire Performance Wealth Partners in Paramus, New Jersey, and a past member of FPA's board of directors. Follow him on Twitter at @StanardTodd.

Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.

Ernie de Lachica, CPA, CGMA, is a senior director at BDO USA. He has more than 25 years of combined experience in the accounting and auditing industry, with specialization in providing derivative and hedge accounting services, financial consulting, and the aerospace and government contracting industry.