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The advisors join the regional firm from Morgan Stanley and Wells Fargo.

Sharif Paget is a reporter at Employee Benefit News and Employee Benefit Adviser.

Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.

Fintech accelerator Scratchworks kicked off its second competition, having already funded two winning startups from its inaugural contest.

Tax planning is part of financial planning — but pay attention to the terms of your partnership.

Jennifer Kurtz is chief technology officer of Vertex.

Applications that tackle the industry's compliance issues, automate back-office processes and streamline clearing and settlements are drawing interest from venture capital firms.

Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.

Ken Payne is president and CEO of Freedom Credit Union in Provo, Utah

Cindy Ostrager is a CFP and CPA and managing director and director of tax at Clarfeld Financial Advisors in Tarrytown, New York.