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Compliance and technology hurdles have snarled firms’ efforts to address a longtime gripe.

Srini Bharadaway is vice president, digital, at Genpact, a global a professional services firm specializing in digital transformation.

Jakob Nielsen is a GDPR implementation expert for Stibo Systems, a master data management product provider.

Omar Hamidi is a consultant for 2BM, a leading IT consultancy based in Denmark.

The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.

Wells may have settled with former employee Claudia Ponce de Leon because it wanted to avoid the "massive exposure" of a jury trial, an expert says. It is unclear how the agreement will affect Wells’ other cases.

Clients shouldn't let their egos get in the way when making investment decisions. They will be better served with a dispassionate asset mix that's rebalanced annually, rather than making investing decisions "in purely personal terms."

Russell Berger is vice president of IT and network services at InTouch Health, and was instrumental in securing the vendor’s HITRUST CSF Certified designation in December 2017.

It’s an uncomfortable topic, especially after a bruising round of accusations in the 1990s.

After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.