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Neil Barton is the chief technology officer at WhereScape, a leading provider of data infrastructure automation software, where he leads the long-term architecture and technology vision for the company's software products. Barton has held a variety of roles over the past 20 years, including positions at Oracle Australia and Sequent Computer Systems, focused on software architecture, data warehousing and business intelligence. Barton is a co-inventor of three US patents related to business intelligence software solutions.

The 4,300-advisor network is investing in insurance distribution after benefiting from rising interest rates and record client assets.

A typical Social Security payment is likely to cover basic costs in these areas.

The market can't go up indefinitely, says Facet Wealth CEO Anders Jones, who predicts RIAs looking to fund growth-by-acquisition might find themselves cut off.

Sentieo is a financial research platform that allows analysts to do financial research, annotate documents and collaborate with colleagues all within the same software.

Can smart speakers meet the level of sophistication and security needed for wealth management?

It’s the second big loss for Credit Suisse, which is fending off dozens of claims from former brokers claiming their compensation was withheld.

New York legislators are set to reconsider a previously stalled fiduciary bill.

To sway a federal judge, both sides have tried to bolster their arguments by pointing to Facebook, joint production agreements, news articles and more.