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When faced with a regulatory challenge, advisors can’t be afraid to question authorities.

Growing firms need professional management, but chief operating officers with advisory experience are hard to find.

Sherry Delaney is a managing partner and chief financial officer of New Market Wealth Management.

Joan Harvey is the vice president of consumer health engagement and behavioral health at Cigna Corporation.

Sean Duffy is the co-founder and CEO of Omada Health, a digital behavioral medicine company that assists people at risk for, and living with, chronic conditions like hypertension and Type 2 diabetes, to build sustainable habits that improve their health.

The firm's new private investment fund will source deals using its own investment bankers and wealth managers.

The firm anticipates the change will save its 1.5 million Admiral Shares clients roughly $71 million.

The product, which allows investors to purchase virtual currencies on their exchange, hits the market at a low point for bitcoin.

Steve Holloway is director and principal analyst at Signify Research.

Norberts Erts is the co-founder of HR software company CakeHR.