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Charlotte Beyer is the founder of the Institute for Private Investors, a membership organization for UHNW principals. She is also the co-creator of the Private Wealth Management Program for UHNW at the Wharton School.

LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.

Mobile apps beat out websites, but what’s on the horizon?

Manoj Asnani leads product and design functions for Balbix.

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

Clients ask: "Will I run out of money?" Here’s how planners can confidently tell them "no." Like every approach, however, there are a few drawbacks.

Collin Canright is a marketing consultant for the fintech industry.

Jorbin is the central region compliance officer with HUB International.

John Horodyski is a partner with Optimity Advisors with executive management strategy experience in information management including digital asset management (DAM), metadata and taxonomy design, content strategy, governance, rights management and brand strategy. John has provided strategic direction and consulting for a variety of Fortune 100 and 500 clients from consumer packaging goods, to media and entertainment, and the pharmaceutical industry. John is also an adjunct faculty member at San Jose State University where he teaches a graduate course in didgital asset management. In addition to regular training and public speaking on digital media and metadata, John is a board member and editor of the Journal Of Digital Media Management, and is a monthly DAM contributor to CMS Wire. John recently published in May 2016 his book, “Inform, Transform, Outperform: Digital Content Strategies to Optimize Your Business for Growth.”

Adam Famularo is chief executive officer at erwin, Inc., a data management firm.