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The move puts the Swiss bank more in sync with practices at regional brokerages.

Carla Wigen joins the senior leadership team at the Seattle-based firm, which advises on about $5 billion in assets.

Each of the team’s members had 15 years or more experience working at the wirehouse.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

Larry Barocas is a senior partner and managing director at Snowden Lane Partners in San Antonio, Texas.

The firm gathered nearly $1 billion since creating the industry’s first free index mutual funds in early August.

Those hoping that Bitcoin's 10-year anniversary would be much sweeter than Lehman's have been proven wrong.

Dan Quan is a general partner at Nevcaut Ventures and was senior adviser to the director of Consumer Financial Protection Bureau and head of the bureau’s fintech office, Project Catalyst.

The tax-focused IBD is betting on a switch to Fidelity and Envestnet while undergoing a cultural shift.

Syed A. Fazal is vice president, Process Improvement and Project Management at JPMorgan Chase. His expertise is in identifying, developing and implementing technology and operation strategies to drive business growth, improve performance and profitability. For more information, contact Syedafazal786@gmail.com.