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Andrew Wilson is the chief information officer at Accenture.

Oded Karev is vice president at software firm NICE Advanced Process Automation.

Cetera, Advisor Group and Securities America are unveiling upgrades they hope will help advisors save time while growing their businesses.

Changes to how the group educates advisors is just one of the many transformations in the offing.

Investor advocates laud regulator's newest steps to address the longstanding problem.

The number of accounts with $1 million or more increased to 150,000 in the fourth quarter of 2017 from 93,000 recorded in the same quarter the year before.

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.

Samantha Burch is the senior director of congressional affairs for the Healthcare Information and Managment Systems Society.

Joe Salesky is CEO of CRMNEXT, the largest global provider of CRM in financial services, where he is responsible for the company’s entry into the U.S. market. A seasoned expert in software and financial services, Joe has spent more than 25 years developing and delivering disruptive technology-enabled solutions. He holds 21 patents on technologies currently used by both consumers and large enterprises, including mobile banking and the original patent for web-conferencing. A luminary in his space, Joe has deployed mission critical systems at more than half of the Fortune 500 companies and is a respected speaker at industry and media events. He has been quoted in leading national, international and industry publications and has led his companies to achieving numerous prestigious awards.

The unit recruited the co-founder of an investment advisory firm to launch a new office in La Jolla, California.