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Planners admit they don’t always follow the strategies they give clients

Til Schuermann is a New York-based partner in Oliver Wyman’s financial services practice and was a senior vice president at the Federal Reserve Bank of New York during the financial crisis.

David Maya is a senior managing director at Accenture and leads the firm's Risk practice globally and in the Americas.

John Newton is cofounder and chief technology officer at Alfresco Software and Documentum.

Charles Dearing is a veteran tech and marketing journalist with over 15 years of experience using words to move people to act. He has written for various publications such as ProBlogger, Big Think and Apps World, to name a few.

Rockefeller Capital Management poaches Michael Bapis' billion-dollar HighTower team.

IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.

Lalithya Yerramilli is senior vice president of analytics at SCIO Health Analytics. She has 15 years of experience in analytics in insurance, healthcare and life sciences industries, working with customer info-base, transactional, physician level, patient level, claims and longitudinal datasets.

The firm allegedly encouraged clients to use an affiliated investment advisor, and benefitted from the fees it charged them.

The firm’s recruiting streak continues with this latest wirehouse hire.