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Charles Massimo is the president and founder of CJM Wealth Management and the father of triplets.

From CRMs to robo advisors, planners share what's in their toolkit.

Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.

Dan Lahh is global vice president of the SAP cloud platform at SAP.

Sivan Metzger is chief executive officer at ParallelIM, a leader in machine learning operationalization.

Once deeply wary of digital tools, planners may be turning a corner.

Anant Patel has over 23 years of experience providing audit and accounting, tax and general business consulting services. In addition to performing audits and reviews, he leads the Green Hasson Janks Transaction Advisory Services Practice.

The payout, to 27,000 victims worldwide, is the third distribution from the $4 billion fund, according to the Justice Department.

Find out where this year's programs fall on the map.

B. Riley is grabbing a majority stake in National Holdings while pledging to be a passive investor in the overhauled firm.