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Matt Burr is a general manager at Pure Storage.

Data aggregators provide big advantages for RIAs, but criticism is mounting.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

The regulator bills the move as the latest effort to bring transparency to the challenge of unpaid awards.

Roger Ash is vice president of Broadridge Advisor Solutions.

The new strategy may reflect downward pressure around planning fees.

Health category funds dominated the list, making up for well over half of the group’s assets.

Thomas W. Cronkright II is co-founder and CEO of CertifID, based in Grand Rapids, Mich.

Steve Frey is the director of PKF O’Connor Davies TalentConnect, the client recruiting division of PKF O’Connor Davies.

Brett Settles is the director of human resources for PKF O’Connor Davies, one of the largest CPA firms in the New York Metropolitan area. Brett is also the founder of PKF O’Connor Davies TalentConnect which offers full-cycle recruiting services.