The Latest

Mike Duffy is CEO at Barkly, a company that develops endpoint security solutions.

Stuart Miller is executive vice president and CFO of Workiva.

Bronfman Rothschild head Neal Simon faces long odds in Maryland race.

Special interest groups may weaken the Department of Labor’s best interest standard. Here’s why that’s bad for financial planners and their clients, according to one expert.

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

Barbara Roper is director of investor protection for the Consumer Federation of America.

Private events can have a strong impact on the success of your practice, but these organized events are often overlooked or handled badly by many advisors.

Tal Vegvizer is director of research and development at Bufferzone.

Rich Wheeler is director of integrated sales for CardConnect.

Michael Mertz is chief sales officer for CardConnect.