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Jamshed Khan is CTO of LeaseQ

Bryan Melchionda is director of alliances at Seal Software, a contract discovery, data extraction and analytics firm.

Joaquim Neto is vice president of healthcare solutions at Verato, Inc., a software firm focused on referential matching. He has decades of experience in information management and master data management technologies across industries with a particular expertise in healthcare and in master patient index (MPI) and health information exchange (HIE) solutions. He has consulted and delivered solutions for healthcare providers and payers of all types—from Fortune 500 health systems to community hospitals. Prior to Verato, Joaquim worked at Initiate Systems and IBM.

Clients are advised to keep track of their financial information and have a trusted person who knows where to locate it.

Hugh Duffy is the co-founder and chief marketing officer of Build Your Firm, a website development and marketing company for accounting firms. With more than 30 years of marketing experience, he has been coaching accountants on how to improve their marketing and make more money from their accounting practice since 2003.

Advisors recommended that clients sell positions in complex structured products to rack up fees, says the regulator.

While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.

Clients are reluctant to talk about aging and illness but these topics can't be ignored, especially as the cost of long-term care climbs

As baby boomers exit the workforce, they perpetuate a problem that has long dogged Social Security in that there aren’t enough workers to replace them.