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Jonathan Cherki is CEO and founder of ContentSquare.

Tyler Koblasa is the chief executive officer at CloudApp, a visual communication platform that brings the human connection back to digital workflows through instant video messaging, screen recording, screenshot annotation, and GIF creation. It serves over three million users and thousands of businesses by allowing them to capture, share, and accelerate their business communication while helping professionals harness the power of visual imagery to express ideas faster. Visit www.getcloudapp.com

Erik Peterson is a partner and the managing director of the Global Business Policy Council at consulting firm A.T. Kearney.

Eight tech tools planners can use to transform their practice.

FINRA has warned of phony calls and emails from impersonators.

The regional BD continues to benefit from the ongoing stream departing the wirehouse.

Jan Page is CEO of Community South Credit Union in Chipley, Fla.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

Gevik Nalbandian is vice president of software engineering of NextGate, a vendor offering healthcare identity management solutions.

Commonwealth Financial Network is helping advisors convert to full RIA status and, in the opinion of advisors and executives, shedding its traditional label.