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Jane Willis is vice president of marketing, accountant channel, for Bill.com. As a strategic marketing executive, she has a proven track record of driving growth and solving difficult business and marketing challenges for both accounting firms and SMBs. You can reach her at jwillis@hq.bill.com or connect with her via LinkedIn.

Advisors John Burg and Tamara Colon moved their California practice to the regional firm.

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

Always check and update the beneficiary forms.

Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.

Gambling is fun, but it’s not a sustainable long-term strategy.

Collecting information about tobacco use and exercise, gives advisors a better idea about planning for long-term medical care.

The actively managed offering aims to invest in corporate and non-corporate obligations, excluding government-guaranteed issues.

Amit Bhaiya is co-founder and CEO of DotcomWeavers.