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Steven ZoBell is chief technology officer at Workfront.

Gerald Beuchelt is chief information security officer at LogMein.

Capping a flurry of new feature announcements, the Silicon Valley-based robo advisor unveiled a no-cost advice offering.

The proposed rule from the Labor Department would allow small companies with a common owner or those in the same trade group to band together and create multiemployer plans.

The inaugural event builds on mounting industry interest in improving its historically dismal record on growing the ranks of minorities and women in wealth management.

Indexes typically tracked by the funds are often excessively allocated to Treasurys and mortgage-backed securities.

This quarter the firm brought on 14 new advisors, who advised more than $1.1 billion in client assets at their former firms.

Dan Chaney serves as vice president of business development at Sync1 Systems.