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Paula O’Reilly is a managing director at Accenture responsible for leading strategic and transformational initiatives for global financial services clients. Throughout her 25-plus-year career, she has helped banks and wealth and asset management firms on strategy development, innovation at scale, finance and risk management, and back-office operation efficiency.

By Tom Saunders is customer data insights analyst at The ai Corporation (ai).

As CEO Joe Duran prepares to meet potential investors, he faces one of the greatest sales pitches of his career.

Lisë Stewart is the managing director of the Center for Family Business Excellence within the Private Business Services Practice of accounting firm EisnerAmper. In 2014, she co-founded the Galliard Family Business Advisor Institute, a not-for-profit membership organization for those interested in supporting and saving family-owned companies in their local communities.

Monthly charges are the area in which there’s the most variation amongst broker-dealers, writes recruiter Mark Elzweig.

Robert Broeksmit is president and CEO of the Mortgage Bankers Association.

“We are looking to grow a firm of high quality financial advisors who are looking to make a real difference in people’s lives,” the firm cofounder says.

A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?