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The group opted to join the corporate RIA at the Ladenburg IBD with an eye toward greater independence with some outsourced tasks.

Cate Luzio is the founder and CEO of Luminary and a repeat honoree in American Banker's Most Powerful Women rankings.

There are at least 200 fewer products available since 2015. Some advisors haven’t noticed. But should they?

Technology is providing opportunity for advisors willing to think outside the box.

David Vivero is the co-founder and CEO at Amino, an employee financial wellness platform built specifically for healthcare.

The firm is working hard to lure advisors away from its larger rivals, said CEO Ronald Kruszewski.

Jeffrey M. Weaver, FLMI, is director of underwriting and actuarial services at Global IQX, a provider of software to group benefits insurers. He has 20 years of underwriting experience in group life, disability, and dental products.

Cathie Mahon is president and CEO of Inclusiv, an association of credit unions focused on community development.

The insurance-related securities market has grown as pension and hedge funds seek diversified bets less tied to interest rate or stock market swings.