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The firm’s newest recruits come from Merrill Lynch and Wells Fargo.

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.

Elisabeth Rhyne is the managing director of the Center for Financial Inclusion at Accion, an action-oriented think tank that engages and challenges the industry to better serve, protect, and empower clients. She is the author of numerous books and articles on financial inclusion and the founder of a global consumer protection campaign.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

Tim Sattler is corporate information security officer at Jungheinrich AG and a member of the ISACA.

Tomas Suros is a lawyer, a technology advocate and the chief solutions architect at AbacusNext, guiding accounting firms through the process of identifying forward facing technology options and ensuring their successful implementation. With a focus on practice automation and cybersecurity, he helps clients leverage technology to streamline their practices and protect intellectual capital so they may remain focused on delivering the best possible outcomes for their own clients.

Seniors are advised to take measures to prepare for a possible shortfall in retirement income, as there is no guarantee for an immediate fix to the problem.

The advisor and best-selling author co-wrote a fable with his wife after writing several books targeted at adults.

Tushad Driver is vice president of products at Gray Matter Analytics, a healthcare analytics solutions company.