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Terri LaRae is tax reform national leader at Deloitte Tax LLP.

Jeannine Jacokes is chief executive and policy advisor at the Community Development Bankers Association.

The regulator charged the firm and its owner with fraud in a case centered on commissions and 12b-1 fees.

Nearly two dozen mega teams switched employers, but few went to a wirehouse.

Sellers should focus on what buyers are really looking for, not just price or assets.

It’s a great way to reach out, and who knows, your card might be on the mantle place should a prospect visit a client’s home.

Lou Friedmann is chief revenue officer of Bento for Business.

The cryptocurrency attracts a generation that believes in the power of networks.

The UBS advisor switched firms before his old employer officially exited the Broker Protocol.

David F. Carr is a freelance writer, speaker, student of digital business, and the author of Social Collaboration for Dummies. He previously served as an editor for InformationWeek, Baseline Magazine, and Internet World and has written for Forbes, CIO Magazine, and Defense Systems.