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About 4.3 million of the 18 million workers in the 55-64 age bracket are likely to live in poverty once they reach 65, according to a study.

EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.

Hilliard Lyons, not traditionally known for big recruiting pushes, is expanding.

Ryan Owings is senior director of clinical strategic business units for Cerner.

Dirk Schmidt-Gallas, Ph.D., is a senior partner with Simon-Kucher & Partners and global head of the strategy and marketing consultancy’s insurance practice.

Jonathan Straub is a founder and Principal of AdvicePeriod, an RIA.

Wirehouses have made some recruiting mistakes in recent years. Meanwhile some aspects of corporate strategy are being done right in certain pockets of the industry. Danny Sarch offers his insight as we continue the dialogue from our Recruiters Roundtable.

Anthony Siu is a managing director of BDA Partners in the Shanghai office.

Mark Webster (pictured) and Anthony Siu are managing directors of BDA Partners in the Shanghai office, where he is a co-head.

Darwin Pangilinan is an assurance and advisor services partner at OUM & Co. LLP, a CPA firm with offices in San Francisco and San Diego County. Reach him at dpangilinan@oumcpa.com.